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Elevatus Welath Management’s SoFi Technologies SOFI Stock Holding History

Elevatus Welath 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 		$2.64M Buy
+147,212
New +$2.49M 0.64% 39
2026
Q1 		– Sell
-90,190
Closed -$2.36M – 164
2025
Q4 		$2.36M Sell
90,190
-212,161
-70% -$5.91M 0.65% 47
2025
Q3 		$7.99M Sell
302,351
-190,247
-39% -$4.51M 2.31% 15
2025
Q2 		$8.97M Buy
+492,598
New +$6.5M 2.99% 10

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

Elevatus Welath Management's SOFI Position: Q2 2026 in Review

Elevatus Welath Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 147,212 shares worth $2.64M. The stake represents 0.64% of the portfolio and ranks #39 among its holdings. This is a return to the name: Elevatus Welath Management previously reported a position in SOFI as recently as Q4 2025.

Elevatus Welath Management first reported a position in SOFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.97M in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Elevatus Welath Management held 147,212 shares of SoFi Technologies worth $2.64M as of Q2 2026.
  • SoFi Technologies was a new Elevatus Welath Management position in Q2 2026.
  • SoFi Technologies made up 0.64% of Elevatus Welath Management's portfolio in Q2 2026, its #39 holding.
  • Elevatus Welath Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 4 quarters since.
  • Elevatus Welath Management's SoFi Technologies position peaked at $8.97M in Q2 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.