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Empirical Wealth Management’s SoFi Technologies SOFI Stock Holding History

Empirical 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 		$1.21M Buy
67,759
+56,664
+511% +$960K 0.02% 357
2026
Q1 		$176K Buy
11,095
+2,125
+24% +$44.8K ﹤0.01% 957
2025
Q4 		$235K Buy
+8,970
New +$250K ﹤0.01% 798

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

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

Empirical Wealth Management increased its SoFi Technologies (SOFI) stake by 511% in Q2 2026, buying an estimated $960K and bringing the position to 67,759 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #357.

Empirical Wealth Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Empirical Wealth Management held 67,759 shares of SoFi Technologies worth $1.21M as of Q2 2026.
  • Empirical Wealth Management bought 56,664 SoFi Technologies shares in Q2 2026, an estimated $960K.
  • SoFi Technologies made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #357 holding.
  • Empirical Wealth Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.