Diversify Advisory Services
SOFI icon

Diversify Advisory Services’s SoFi Technologies SOFI Stock Holding History

Diversify Advisory Services’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 		$17.9M Buy
1,184,642
+36,440
+3% +$642K 0.27% 67
2026
Q2 		$19.4M Buy
1,148,202
+249,588
+28% +$4.23M 0.32% 61
2026
Q1 		$14M Buy
898,614
+65,933
+8% +$1.39M 2.13% 16
2025
Q4 		$21.8M Sell
832,681
-23,477
-3% -$654K 0.69% 28
2025
Q3 		$26.2M Sell
856,158
-85,057
-9% -$2.02M 0.88% 21
2025
Q2 		$22.3M Sell
941,215
-105,824
-10% -$1.4M 0.85% 21
2025
Q1 		$13.9M Buy
1,047,039
+416,869
+66% +$6.01M 0.87% 23
2024
Q4 		$8.92M Sell
630,170
-183,419
-23% -$2.38M 0.49% 29
2024
Q3 		$8.61M Buy
813,589
+56,245
+7% +$409K 0.46% 39
2024
Q2 		$4.83M Sell
757,344
-200,007
-21% -$1.41M 0.26% 71
2024
Q1 		$6.91M Buy
+957,351
New +$7.6M 0.41% 51

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Diversify Advisory Services's SOFI Position: Q3 2026 in Review

Diversify Advisory Services increased its SoFi Technologies (SOFI) stake by 3.2% in Q3 2026, buying an estimated $642K and bringing the position to 1,184,642 shares worth $17.9M. The position accounts for 0.27% of the portfolio, ranked #67.

Diversify Advisory Services first reported a position in SOFI in Q1 2024 and has held it in 11 quarters since. The position peaked at $26.2M in Q3 2025. 151 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Diversify Advisory Services held 1,184,642 shares of SoFi Technologies worth $17.9M as of Q3 2026.
  • Diversify Advisory Services bought 36,440 SoFi Technologies shares in Q3 2026, an estimated $642K.
  • SoFi Technologies made up 0.27% of Diversify Advisory Services's portfolio in Q3 2026, its #67 holding.
  • Diversify Advisory Services first reported a position in SoFi Technologies in Q1 2024 and has held it in 11 quarters since.
  • Diversify Advisory Services's SoFi Technologies position peaked at $26.2M in Q3 2025.
  • 151 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.