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Diversify Wealth Management’s SoFi Technologies SOFI Stock Holding History

Diversify 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 		$19.4M Buy
1,148,202
+104,830
+10% +$1.78M 0.32% 61
2026
Q1 		$16.2M Buy
1,043,372
+1,026,219
+5,983% +$21.6M 0.29% 65
2025
Q4 		$466K Buy
17,153
+4,113
+32% +$115K 0.02% 451
2025
Q3 		$399K Sell
13,040
-5,765
-31% -$137K 0.02% 413
2025
Q2 		$445K Buy
18,805
+159
+0.9% +$2.1K 0.03% 388
2025
Q1 		$247K Buy
18,646
+1
+0% +$14 0.02% 465
2024
Q4 		$264K Sell
18,645
-19,699
-51% -$256K 0.02% 450
2024
Q3 		$400K Hold
38,344
– – 0.04% 352
2024
Q2 		$251K Buy
+38,344
New +$270K 0.03% 386

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 $3.38T AUM 44.17% 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

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

Diversify Wealth Management increased its SoFi Technologies (SOFI) stake by 10% in Q2 2026, buying an estimated $1.78M and bringing the position to 1,148,202 shares worth $19.4M. The position accounts for 0.32% of the portfolio, ranked #61.

Diversify Wealth Management first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Diversify Wealth Management held 1,148,202 shares of SoFi Technologies worth $19.4M as of Q2 2026.
  • Diversify Wealth Management bought 104,830 SoFi Technologies shares in Q2 2026, an estimated $1.78M.
  • SoFi Technologies made up 0.32% of Diversify Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Diversify Wealth Management first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.