Concord Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Concord Wealth Partners’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	$645	Buy	+36	New	+$610	﹤0.01%	798
2026 Q1	–	Sell	-36	Closed	-$942	–	696
2025 Q4	$942	Hold	36	–	–	﹤0.01%	730
2025 Q3	$951	Hold	36	–	–	﹤0.01%	742
2025 Q2	$656	Hold	36	–	–	﹤0.01%	776
2025 Q1	$419	Sell	36 -100	-74%	-$1.44K	﹤0.01%	769
2024 Q4	$2.09K	Buy	136 +100	+278%	+$1.3K	﹤0.01%	707
2024 Q3	$283	Hold	36	–	–	﹤0.01%	920
2024 Q2	$238	Hold	36	–	–	﹤0.01%	789
2024 Q1	$263	Buy	+36	New	+$286	﹤0.01%	827
2022 Q1	–	Sell	-200	Closed	-$3K	–	1373
2021 Q4	$3K	Buy	+200	New	+$3.67K	﹤0.01%	1075

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

Concord Wealth Partners's SOFI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in SoFi Technologies (SOFI) in Q2 2026: 36 shares worth $645. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SOFI as recently as Q4 2025.

Concord Wealth Partners first reported a position in SOFI in Q4 2021 and has held it in 10 quarters since. The position peaked at $3K in Q4 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Concord Wealth Partners held 36 shares of SoFi Technologies worth $645 as of Q2 2026.
SoFi Technologies was a new Concord Wealth Partners position in Q2 2026.
SoFi Technologies made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #798 holding.
Concord Wealth Partners first reported a position in SoFi Technologies in Q4 2021 and has held it in 10 quarters since.
Concord Wealth Partners's SoFi Technologies position peaked at $3K in Q4 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.