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 Q3	$243K	Buy	15,455 +26	+0.2%	+$458	0.05%	245
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fermata Advisors's SOFI Position: Q3 2026 in Review

Fermata Advisors increased its SoFi Technologies (SOFI) stake by 0.17% in Q3 2026, buying an estimated $458 and bringing the position to 15,455 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #245.

Fermata Advisors first reported a position in SOFI in Q2 2024 and has held it in 10 quarters since. The position peaked at $415K in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Fermata Advisors held 15,455 shares of SoFi Technologies worth $243K as of Q3 2026.
Fermata Advisors bought 26 SoFi Technologies shares in Q3 2026, an estimated $458.
SoFi Technologies made up 0.05% of Fermata Advisors's portfolio in Q3 2026, its #245 holding.
Fermata Advisors first reported a position in SoFi Technologies in Q2 2024 and has held it in 10 quarters since.
Fermata Advisors's SoFi Technologies position peaked at $415K in Q3 2025.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.