Continuum Advisory’s SoFi Technologies SOFI Stock Holding History

Continuum Advisory’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	$678	Buy	+38	New	+$644	﹤0.01%	1893
2025 Q2	–	Sell	-626	Closed	-$7.28K	–	1392
2025 Q1	$7.28K	Hold	626	–	–	﹤0.01%	1048
2024 Q4	$9.64K	Hold	626	–	–	﹤0.01%	993
2024 Q3	$8.39K	Buy	+626	New	+$4.55K	﹤0.01%	1045
2024 Q1	–	Sell	-10,025	Closed	-$99.7K	–	1706
2023 Q4	$99.7K	Buy	10,025 +25	+0.3%	+$199	0.01%	445
2023 Q3	$79.9K	Hold	10,000	–	–	0.01%	439
2023 Q2	$83.4K	Hold	10,000	–	–	0.01%	439
2023 Q1	$60.7K	Sell	10,000 -32	-0.3%	-$194	0.01%	415
2022 Q4	$46.2K	Sell	10,032 -203	-2%	-$1.01K	0.01%	406
2022 Q3	$50K	Hold	10,235	–	–	0.01%	395
2022 Q2	$54K	Buy	+10,235	New	+$69.2K	0.01%	395

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

Continuum Advisory's SOFI Position: Q2 2026 in Review

Continuum Advisory opened a new position in SoFi Technologies (SOFI) in Q2 2026: 38 shares worth $678. The stake represents ﹤0.01% of the portfolio and ranks #1893 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SOFI as recently as Q1 2025.

Continuum Advisory first reported a position in SOFI in Q2 2022 and has held it in 11 quarters since. The position peaked at $99.7K in Q4 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Continuum Advisory held 38 shares of SoFi Technologies worth $678 as of Q2 2026.
SoFi Technologies was a new Continuum Advisory position in Q2 2026.
SoFi Technologies made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1893 holding.
Continuum Advisory first reported a position in SoFi Technologies in Q2 2022 and has held it in 11 quarters since.
Continuum Advisory's SoFi Technologies position peaked at $99.7K in Q4 2023.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.