DWM
SOFI icon

Dogwood Wealth Management’s SoFi Technologies SOFI Stock Holding History

Dogwood 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 		$520 Sell
29
-10
-26% -$169 ﹤0.01% 804
2026
Q1 		$619 Sell
39
-192
-83% -$4.05K ﹤0.01% 797
2025
Q4 		$6.05K Buy
231
+196
+560% +$5.46K ﹤0.01% 387
2025
Q3 		$925 Buy
+35
New +$831 ﹤0.01% 609

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 $3.37T AUM 44.26% 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

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

Dogwood Wealth Management reduced its SoFi Technologies (SOFI) stake by 26% in Q2 2026, selling an estimated $169 and leaving 29 shares worth $520. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Dogwood Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.05K in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Dogwood Wealth Management held 29 shares of SoFi Technologies worth $520 as of Q2 2026.
  • Dogwood Wealth Management sold 10 SoFi Technologies shares in Q2 2026, an estimated $169.
  • SoFi Technologies made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #804 holding.
  • Dogwood Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's SoFi Technologies position peaked at $6.05K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.