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Farther Finance Advisors’s SoFi Technologies SOFI Stock Holding History

Farther Finance 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
Q3 		$18.9K Buy
+1,200
New +$21.1K ﹤0.01% 4184

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Farther Finance Advisors's SOFI Position: Q3 2026 in Review

Farther Finance Advisors increased its SoFi Technologies (SOFI) stake by 3.3% in Q3 2026, buying an estimated $18.7K and bringing the position to 33,656 shares worth $529K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Farther Finance Advisors first reported a position in SOFI in Q4 2022 and has held it in 16 quarters since. The position peaked at $954K in Q4 2025. 35 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Farther Finance Advisors held 33,656 shares of SoFi Technologies worth $529K as of Q3 2026.
  • Farther Finance Advisors bought 1,060 SoFi Technologies shares in Q3 2026, an estimated $18.7K.
  • SoFi Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1542 holding.
  • Farther Finance Advisors first reported a position in SoFi Technologies in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's SoFi Technologies position peaked at $954K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.