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Dynamic Advisor Solutions’s SoFi Technologies SOFI Stock Holding History

Dynamic Advisor Solutions’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 		– Sell
-21,491
Closed -$341K – 1091
2026
Q1 		$341K Buy
21,491
+1,906
+10% +$40.2K 0.01% 766
2025
Q4 		$513K Buy
19,585
+4,700
+32% +$131K 0.02% 629
2025
Q3 		$393K Sell
14,885
-2,660
-15% -$63.1K 0.01% 697
2025
Q2 		$319K Buy
17,545
+2,586
+17% +$34.1K 0.01% 726
2025
Q1 		$174K Buy
+14,959
New +$216K 0.01% 816
2024
Q4 		– Sell
-32,875
Closed -$258K – 814
2024
Q3 		$258K Sell
32,875
-896
-3% -$6.51K 0.01% 809
2024
Q2 		$223K Buy
33,771
+2,495
+8% +$17.6K 0.01% 848
2024
Q1 		$228K Buy
31,276
+10,500
+51% +$83.4K 0.01% 825
2023
Q4 		$171K Sell
20,776
-1,766
-8% -$14K 0.01% 849
2023
Q3 		$180K Buy
22,542
+4,491
+25% +$39.5K 0.01% 787
2023
Q2 		$151K Buy
+18,051
New +$118K 0.01% 753
2021
Q4 		– Sell
-12,746
Closed -$202K – 792
2021
Q3 		$202K Buy
+12,746
New +$200K 0.02% 695

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

Dynamic Advisor Solutions's SOFI Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 21,491 shares — an estimated $341K sold.

Dynamic Advisor Solutions first reported a position in SOFI in Q3 2021 and held it in 12 quarters. The position peaked at $513K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Dynamic Advisor Solutions reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 21,491 SoFi Technologies shares in Q2 2026, an estimated $341K.
  • Dynamic Advisor Solutions first reported a position in SoFi Technologies in Q3 2021 and held it in 12 quarters.
  • Dynamic Advisor Solutions's SoFi Technologies position peaked at $513K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.