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FAS Wealth Partners’s SoFi Technologies SOFI Stock Holding History

FAS Wealth Partners’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 		$261K Buy
14,550
+185
+1% +$3.13K 0.01% 319
2026
Q1 		$228K Hold
14,365
– – 0.01% 328
2025
Q4 		$376K Hold
14,365
– – 0.02% 261
2025
Q3 		$380K Sell
14,365
-455
-3% -$10.8K 0.03% 248
2025
Q2 		$270K Hold
14,820
– – 0.02% 273
2025
Q1 		$172K Sell
14,820
-1,000
-6% -$14.4K 0.01% 297
2024
Q4 		$244K Sell
15,820
-300
-2% -$3.9K 0.02% 279
2024
Q3 		$127K Sell
16,120
-700
-4% -$5.09K 0.01% 315
2024
Q2 		$111K Hold
16,820
– – 0.01% 307
2024
Q1 		$123K Buy
16,820
+1,000
+6% +$7.94K 0.01% 309
2023
Q4 		$157K Buy
15,820
+655
+4% +$5.21K 0.02% 292
2023
Q3 		$121K Sell
15,165
-2,000
-12% -$17.6K 0.01% 292
2023
Q2 		$143K Buy
17,165
+4,900
+40% +$31.9K 0.02% 267
2023
Q1 		$74.4K Buy
12,265
+565
+5% +$3.43K 0.01% 317
2022
Q4 		$53.9K Hold
11,700
– – 0.01% 321
2022
Q3 		$57K Buy
+11,700
New +$74K 0.01% 314

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

FAS Wealth Partners's SOFI Position: Q2 2026 in Review

FAS Wealth Partners increased its SoFi Technologies (SOFI) stake by 1.3% in Q2 2026, buying an estimated $3.13K and bringing the position to 14,550 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #319.

FAS Wealth Partners first reported a position in SOFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $380K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • FAS Wealth Partners held 14,550 shares of SoFi Technologies worth $261K as of Q2 2026.
  • FAS Wealth Partners bought 185 SoFi Technologies shares in Q2 2026, an estimated $3.13K.
  • SoFi Technologies made up 0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #319 holding.
  • FAS Wealth Partners first reported a position in SoFi Technologies in Q3 2022 and has held it in 16 quarters since.
  • FAS Wealth Partners's SoFi Technologies position peaked at $380K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.