Curio Wealth’s SoFi Technologies SOFI Stock Holding History

Curio Wealth’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	–	Sell	-280	Closed	-$4.45K	–	973
2026 Q1	$4.45K	Buy	280 +20	+8%	+$422	﹤0.01%	271
2025 Q4	$7.14K	Hold	260	–	–	﹤0.01%	270
2025 Q3	$6.87K	Hold	260	–	–	﹤0.01%	200
2025 Q2	$4.74K	Buy	260 +259	+25,900%	+$3.42K	﹤0.01%	240
2025 Q1	$15.4K	Sell	1 -999	-100%	-$14.4K	0.01%	199
2024 Q4	$15.4K	Buy	+1,000	New	+$13K	0.01%	190

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 $3.38T AUM 44.17% 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

Curio Wealth's SOFI Position: Q2 2026 in Review

Curio Wealth sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 280 shares — an estimated $4.45K sold.

Curio Wealth first reported a position in SOFI in Q4 2024 and held it in 6 quarters. The position peaked at $15.4K in Q1 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Curio Wealth reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 280 SoFi Technologies shares in Q2 2026, an estimated $4.45K.
Curio Wealth first reported a position in SoFi Technologies in Q4 2024 and held it in 6 quarters.
Curio Wealth's SoFi Technologies position peaked at $15.4K in Q1 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.