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Dynasty Wealth Management’s SoFi Technologies SOFI Stock Holding History

Dynasty 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 		$212K Sell
11,800
-3,775
-24% -$64K ﹤0.01% 355
2026
Q1 		$247K Buy
15,575
+1,366
+10% +$28.8K ﹤0.01% 309
2025
Q4 		$372K Buy
14,209
+2,217
+18% +$61.8K ﹤0.01% 264
2025
Q3 		$317K Buy
+11,992
New +$285K ﹤0.01% 257

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

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

Dynasty Wealth Management reduced its SoFi Technologies (SOFI) stake by 24% in Q2 2026, selling an estimated $64K and leaving 11,800 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Dynasty Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $372K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Dynasty Wealth Management held 11,800 shares of SoFi Technologies worth $212K as of Q2 2026.
  • Dynasty Wealth Management sold 3,775 SoFi Technologies shares in Q2 2026, an estimated $64K.
  • SoFi Technologies made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Dynasty Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's SoFi Technologies position peaked at $372K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.