Compass Financial Management
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Compass Financial Management’s SoFi Technologies SOFI Stock Holding History

Compass Financial 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 		$24.7K Sell
1,572
-322
-17% -$5.67K ﹤0.01% 898
2026
Q2 		$34K Buy
+1,894
New +$32.1K ﹤0.01% 764

Other funds holding SOFI

BlackRock
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Compass Financial Management's SOFI Position: Q3 2026 in Review

Compass Financial Management reduced its SoFi Technologies (SOFI) stake by 17% in Q3 2026, selling an estimated $5.67K and leaving 1,572 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Compass Financial Management first reported a position in SOFI in Q2 2026 and has held it in 2 quarters since. The position peaked at $34K in Q2 2026. 768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Compass Financial Management held 1,572 shares of SoFi Technologies worth $24.7K as of Q3 2026.
  • Compass Financial Management sold 322 SoFi Technologies shares in Q3 2026, an estimated $5.67K.
  • SoFi Technologies made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #898 holding.
  • Compass Financial Management first reported a position in SoFi Technologies in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's SoFi Technologies position peaked at $34K in Q2 2026.
  • 768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.