Bogart Wealth LLC’s SoFi Technologies SOFI Stock Holding History

Bogart Wealth LLC’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,000	Closed	-$18.2K	–	1585
2025 Q2	$18.2K	Hold	1,000	–	–	﹤0.01%	653
2025 Q1	$11.6K	Buy	+1,000	New	+$14.4K	﹤0.01%	712

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's SOFI Position: Q2 2026 in Review

Bogart Wealth LLC increased its SoFi Technologies (SOFI) stake by 0.29% in Q2 2026, buying an estimated $542 and bringing the position to 11,084 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #284.

Bogart Wealth LLC first reported a position in SOFI in Q3 2021 and has held it in 9 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Bogart Wealth LLC held 11,084 shares of SoFi Technologies worth $199K as of Q2 2026.
Bogart Wealth LLC bought 32 SoFi Technologies shares in Q2 2026, an estimated $542.
SoFi Technologies made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #284 holding.
Bogart Wealth LLC first reported a position in SoFi Technologies in Q3 2021 and has held it in 9 quarters since.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.