DI
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Decision Investments’s SoFi Technologies SOFI Stock Holding History

Decision Investments’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 		$381K Hold
24,240
– – 0.35% 51
2026
Q2 		$435K Buy
24,240
+4,174
+21% +$70.7K 0.4% 44
2026
Q1 		$319K Buy
20,066
+2,826
+16% +$59.6K 0.36% 55
2025
Q4 		$451K Buy
+17,240
New +$480K 0.49% 39

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Decision Investments's SOFI Position: Q3 2026 in Review

Decision Investments held its SoFi Technologies (SOFI) position steady in Q3 2026 at 24,240 shares worth $381K. The position accounts for 0.35% of the portfolio, ranked #51.

Decision Investments first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $451K in Q4 2025. 35 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Decision Investments held 24,240 shares of SoFi Technologies worth $381K as of Q3 2026.
  • Decision Investments left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up 0.35% of Decision Investments's portfolio in Q3 2026, its #51 holding.
  • Decision Investments first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's SoFi Technologies position peaked at $451K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.