Cassaday & Co Wealth Management’s SoFi Technologies SOFI Stock Holding History

Cassaday & Co Wealth 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 Q2	$161K	Sell	9,000 -90	-1%	-$1.52K	﹤0.01%	388
2026 Q1	$144K	Sell	9,090 -310	-3%	-$6.54K	﹤0.01%	385
2025 Q4	$246K	Hold	9,400	–	–	0.01%	315
2025 Q3	$248K	Buy	+9,400	New	+$223K	0.01%	306
2025 Q2	–	Sell	-14,400	Closed	-$167K	–	339
2025 Q1	$167K	Sell	14,400 -5,500	-28%	-$79.3K	﹤0.01%	309
2024 Q4	$306K	Buy	19,900 +9,900	+99%	+$129K	0.01%	251
2024 Q3	$78.6K	Sell	10,000 -450	-4%	-$3.27K	﹤0.01%	308
2024 Q2	$69.1K	Buy	10,450 +450	+5%	+$3.17K	﹤0.01%	286
2024 Q1	$73K	Hold	10,000	–	–	﹤0.01%	293
2023 Q4	$99.5K	Hold	10,000	–	–	﹤0.01%	265
2023 Q3	$79.9K	Hold	10,000	–	–	﹤0.01%	258
2023 Q2	$83.4K	Buy	+10,000	New	+$65.2K	﹤0.01%	255
2023 Q1	–	Sell	-13,224	Closed	-$61K	–	264
2022 Q4	$61K	Buy	+13,224	New	+$65.6K	﹤0.01%	252

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's SOFI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its SoFi Technologies (SOFI) stake by 0.99% in Q2 2026, selling an estimated $1.52K and leaving 9,000 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Cassaday & Co Wealth Management first reported a position in SOFI in Q4 2022 and has held it in 13 quarters since. The position peaked at $306K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Cassaday & Co Wealth Management held 9,000 shares of SoFi Technologies worth $161K as of Q2 2026.
Cassaday & Co Wealth Management sold 90 SoFi Technologies shares in Q2 2026, an estimated $1.52K.
SoFi Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #388 holding.
Cassaday & Co Wealth Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 13 quarters since.
Cassaday & Co Wealth Management's SoFi Technologies position peaked at $306K in Q4 2024.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.