CWM
SOFI icon

Copia Wealth Management’s SoFi Technologies SOFI Stock Holding History

Copia 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 		$65.2K Buy
3,637
+245
+7% +$4.15K 0.04% 187
2026
Q1 		$53.9K Sell
3,392
-1,716
-34% -$36.2K 0.04% 197
2025
Q4 		$134K Sell
5,108
-988
-16% -$27.5K 0.1% 129
2025
Q3 		$161K Buy
6,096
+504
+9% +$12K 0.12% 111
2025
Q2 		$102K Buy
5,592
+2,176
+64% +$28.7K 0.09% 126
2025
Q1 		$39.7K Buy
3,416
+3,316
+3,316% +$47.8K 0.04% 171
2024
Q4 		$1.54K Buy
+100
New +$1.3K ﹤0.01% 365

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Copia Wealth Management's SOFI Position: Q2 2026 in Review

Copia Wealth Management increased its SoFi Technologies (SOFI) stake by 7.2% in Q2 2026, buying an estimated $4.15K and bringing the position to 3,637 shares worth $65.2K. The position accounts for 0.04% of the portfolio, ranked #187.

Copia Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Copia Wealth Management held 3,637 shares of SoFi Technologies worth $65.2K as of Q2 2026.
  • Copia Wealth Management bought 245 SoFi Technologies shares in Q2 2026, an estimated $4.15K.
  • SoFi Technologies made up 0.04% of Copia Wealth Management's portfolio in Q2 2026, its #187 holding.
  • Copia Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's SoFi Technologies position peaked at $161K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.