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Byrne Asset Management’s SoFi Technologies SOFI Stock Holding History

Byrne Asset Management’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
2026
Q3 		$143 Hold
9
– – ﹤0.01% 609
2026
Q2 		$161 Hold
9
– – ﹤0.01% 575
2026
Q1 		$143 Hold
9
– – ﹤0.01% 549
2025
Q4 		$236 Buy
+9
New +$251 ﹤0.01% 543
2025
Q2 		– Sell
-3,872
Closed -$45K – 584
2025
Q1 		$45K Buy
+3,872
New +$55.8K 0.03% 226
2023
Q1 		– Sell
-3,500
Closed -$16.1K – 634
2022
Q4 		$16.1K Buy
+3,500
New +$17.4K 0.01% 339

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Byrne Asset Management's SOFI Position: Q3 2026 in Review

Byrne Asset Management held its SoFi Technologies (SOFI) position steady in Q3 2026 at 9 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Byrne Asset Management first reported a position in SOFI in Q4 2022 and has held it in 6 quarters since. The position peaked at $45K in Q1 2025. 28 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Byrne Asset Management held 9 shares of SoFi Technologies worth $143 as of Q3 2026.
  • Byrne Asset Management left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Byrne Asset Management's portfolio in Q3 2026, its #609 holding.
  • Byrne Asset Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 6 quarters since.
  • Byrne Asset Management's SoFi Technologies position peaked at $45K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.