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 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

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

Diversify Advisory Services's SOFI Position: Q2 2026 in Review

Diversify Advisory Services increased its SoFi Technologies (SOFI) stake by 28% in Q2 2026, buying an estimated $4.23M and bringing the position to 1,148,202 shares worth $19.4M. The position accounts for 0.32% of the portfolio, ranked #61.

Diversify Advisory Services first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $26.2M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Diversify Advisory Services held 1,148,202 shares of SoFi Technologies worth $19.4M as of Q2 2026.
Diversify Advisory Services bought 249,588 SoFi Technologies shares in Q2 2026, an estimated $4.23M.
SoFi Technologies made up 0.32% of Diversify Advisory Services's portfolio in Q2 2026, its #61 holding.
Diversify Advisory Services first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's SoFi Technologies position peaked at $26.2M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.