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Fermata Advisors’s SoFi Technologies SOFI Stock Holding History

Fermata 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 		$277K Buy
15,429
+719
+5% +$12.2K 0.06% 212
2026
Q1 		$234K Sell
14,710
-1,000
-6% -$21.1K 0.05% 209
2025
Q4 		$411K Hold
15,710
– – 0.1% 146
2025
Q3 		$415K Hold
15,710
– – 0.11% 138
2025
Q2 		$286K Buy
15,710
+3,225
+26% +$42.5K 0.08% 180
2025
Q1 		$145K Hold
12,485
– – 0.03% 276
2024
Q4 		$192K Hold
12,485
– – 0.04% 257
2024
Q3 		$98.1K Buy
12,485
+1,000
+9% +$7.27K 0.02% 243
2024
Q2 		$75.9K Buy
+11,485
New +$81K 0.02% 225

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

Fermata Advisors's SOFI Position: Q2 2026 in Review

Fermata Advisors increased its SoFi Technologies (SOFI) stake by 4.9% in Q2 2026, buying an estimated $12.2K and bringing the position to 15,429 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #212.

Fermata Advisors first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $415K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fermata Advisors held 15,429 shares of SoFi Technologies worth $277K as of Q2 2026.
  • Fermata Advisors bought 719 SoFi Technologies shares in Q2 2026, an estimated $12.2K.
  • SoFi Technologies made up 0.06% of Fermata Advisors's portfolio in Q2 2026, its #212 holding.
  • Fermata Advisors first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • Fermata Advisors's SoFi Technologies position peaked at $415K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.