Fiduciary Alliance’s SoFi Technologies SOFI Stock Holding History

Fiduciary Alliance’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	$3.42M	Sell	190,990 -86,827	-31%	-$1.47M	0.23%	117
2026 Q1	$5.22M	Buy	277,817 +67,844	+32%	+$1.43M	0.32%	78
2025 Q4	$5.5M	Buy	209,973 +10,720	+5%	+$299K	0.36%	71
2025 Q3	$5.26M	Buy	199,253 +7,340	+4%	+$174K	0.35%	70
2025 Q2	$3.49M	Buy	191,913 +94,969	+98%	+$1.25M	0.26%	92
2025 Q1	$1.13M	Buy	+96,944	New	+$1.4M	0.11%	153
2023 Q1	–	Sell	-47	Closed	-$217	–	757
2022 Q4	$217	Buy	+47	New	+$233	﹤0.01%	901

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fiduciary Alliance's SOFI Position: Q2 2026 in Review

Fiduciary Alliance reduced its SoFi Technologies (SOFI) stake by 31% in Q2 2026, selling an estimated $1.47M and leaving 190,990 shares worth $3.42M. The position accounts for 0.23% of the portfolio, ranked #117.

Fiduciary Alliance first reported a position in SOFI in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.5M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Fiduciary Alliance held 190,990 shares of SoFi Technologies worth $3.42M as of Q2 2026.
Fiduciary Alliance sold 86,827 SoFi Technologies shares in Q2 2026, an estimated $1.47M.
SoFi Technologies made up 0.23% of Fiduciary Alliance's portfolio in Q2 2026, its #117 holding.
Fiduciary Alliance first reported a position in SoFi Technologies in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's SoFi Technologies position peaked at $5.5M in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.