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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return