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EverSource Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

EverSource 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 		$678K Buy
37,832
+33,445
+762% +$567K 0.02% 453
2026
Q1 		$69.7K Buy
4,387
+998
+29% +$21K ﹤0.01% 1657
2025
Q4 		$88.7K Sell
3,389
-1,196
-26% -$33.3K ﹤0.01% 1381
2025
Q3 		$121K Buy
4,585
+1,149
+33% +$27.3K ﹤0.01% 1183
2025
Q2 		$62.6K Sell
3,436
-816
-19% -$10.8K ﹤0.01% 1481
2025
Q1 		$49.5K Sell
4,252
-4,739
-53% -$68.3K ﹤0.01% 1251
2024
Q4 		$138K Sell
8,991
-1,193
-12% -$15.5K 0.01% 804
2024
Q3 		$80K Sell
10,184
-1,754
-15% -$12.7K 0.01% 874
2024
Q2 		$90K Sell
11,938
-1,397
-10% -$9.85K 0.01% 837
2024
Q1 		$90.4K Buy
13,335
+1,168
+10% +$9.28K 0.01% 742
2023
Q4 		$121K Sell
12,167
-25
-0.2% -$199 0.01% 577
2023
Q3 		$97.4K Sell
12,192
-1,075
-8% -$9.45K 0.01% 573
2023
Q2 		$111K Sell
13,267
-16,589
-56% -$108K 0.01% 547
2023
Q1 		$181K Sell
29,856
-8,200
-22% -$49.7K 0.02% 386
2022
Q4 		$175K Buy
38,056
+37,462
+6,307% +$186K 0.03% 370
2022
Q3 		$3K Buy
594
+435
+274% +$2.75K ﹤0.01% 1579
2022
Q2 		$1K Buy
+159
New +$1.07K ﹤0.01% 1669

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

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

EverSource Wealth Advisors increased its SoFi Technologies (SOFI) stake by 762% in Q2 2026, buying an estimated $567K and bringing the position to 37,832 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #453.

EverSource Wealth Advisors first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • EverSource Wealth Advisors held 37,832 shares of SoFi Technologies worth $678K as of Q2 2026.
  • EverSource Wealth Advisors bought 33,445 SoFi Technologies shares in Q2 2026, an estimated $567K.
  • SoFi Technologies made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #453 holding.
  • EverSource Wealth Advisors first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.