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Evolution Wealth Management’s SoFi Technologies SOFI Stock Holding History

Evolution 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 		– Sell
-4,240
Closed -$67.3K – 961
2026
Q1 		$67.3K Hold
4,240
– – 0.05% 223
2025
Q4 		$111K Hold
4,240
– – 0.09% 160
2025
Q3 		$112K Buy
+4,240
New +$101K 0.12% 138

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

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

Evolution Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 4,240 shares — an estimated $67.3K sold.

Evolution Wealth Management first reported a position in SOFI in Q3 2025 and held it in 3 quarters. The position peaked at $112K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Evolution Wealth Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 4,240 SoFi Technologies shares in Q2 2026, an estimated $67.3K.
  • Evolution Wealth Management first reported a position in SoFi Technologies in Q3 2025 and held it in 3 quarters.
  • Evolution Wealth Management's SoFi Technologies position peaked at $112K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.