EP Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

EP Wealth Advisors’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	$298K	Buy	+16,614	New	+$281K	﹤0.01%	1302
2026 Q1	–	Sell	-9,707	Closed	-$254K	–	1587
2025 Q4	$254K	Buy	+9,707	New	+$270K	﹤0.01%	1231
2025 Q2	–	Sell	-192,811	Closed	-$2.24M	–	1467
2025 Q1	$2.24M	Sell	192,811 -93,650	-33%	-$1.35M	0.02%	347
2024 Q4	$4.41M	Sell	286,461 -89,304	-24%	-$1.16M	0.04%	234
2024 Q3	$2.95M	Sell	375,765 -7,079	-2%	-$51.5K	0.03%	290
2024 Q2	$2.53M	Buy	382,844 +6,122	+2%	+$43.2K	0.03%	248
2024 Q1	$2.75M	Sell	376,722 -300	-0.1%	-$2.38K	0.03%	230
2023 Q4	$3.75M	Buy	377,022 +1,508	+0.4%	+$12K	0.05%	195
2023 Q3	$3M	Buy	375,514 +152,309	+68%	+$1.34M	0.05%	200
2023 Q2	$3.13M	Buy	+223,205	New	+$1.46M	0.05%	200
2022 Q4	–	Sell	-13,821	Closed	-$67K	–	640
2022 Q3	$67K	Buy	+13,821	New	+$87.4K	﹤0.01%	326

Other funds holding SOFI

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

Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's SOFI Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 16,614 shares worth $298K. The stake represents ﹤0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in SOFI as recently as Q4 2025.

EP Wealth Advisors first reported a position in SOFI in Q3 2022 and has held it in 11 quarters since. The position peaked at $4.41M in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

EP Wealth Advisors held 16,614 shares of SoFi Technologies worth $298K as of Q2 2026.
SoFi Technologies was a new EP Wealth Advisors position in Q2 2026.
SoFi Technologies made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1302 holding.
EP Wealth Advisors first reported a position in SoFi Technologies in Q3 2022 and has held it in 11 quarters since.
EP Wealth Advisors's SoFi Technologies position peaked at $4.41M in Q4 2024.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.