Elevation Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Elevation Wealth Partners’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	$3.59K	Hold	200	–	–	﹤0.01%	1095
2026 Q1	$3.18K	Buy	200 +29	+17%	+$611	﹤0.01%	818
2025 Q4	$4.48K	Buy	+171	New	+$4.76K	﹤0.01%	655
2024 Q1	–	Sell	-3,000	Closed	-$24K	–	502
2023 Q4	$24K	Hold	3,000	–	–	0.01%	268
2023 Q3	$24K	Hold	3,000	–	–	0.02%	200
2023 Q2	$25K	Hold	3,000	–	–	0.02%	200
2023 Q1	$18.2K	Buy	+3,000	New	+$18.2K	0.02%	227

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Elevation Wealth Partners's SOFI Position: Q2 2026 in Review

Elevation Wealth Partners held its SoFi Technologies (SOFI) position steady in Q2 2026 at 200 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Elevation Wealth Partners first reported a position in SOFI in Q1 2023 and has held it in 7 quarters since. The position peaked at $25K in Q2 2023. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Elevation Wealth Partners held 200 shares of SoFi Technologies worth $3.59K as of Q2 2026.
Elevation Wealth Partners left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1095 holding.
Elevation Wealth Partners first reported a position in SoFi Technologies in Q1 2023 and has held it in 7 quarters since.
Elevation Wealth Partners's SoFi Technologies position peaked at $25K in Q2 2023.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.