Firethorn Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Firethorn 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
2025 Q3	–	Sell	-10,000	Closed	-$13.4K	–	193
2025 Q2	$13.4K	Hold	10,000	–	–	0.01%	175
2025 Q1	$4.55K	Buy	+10,000	New	+$144K	﹤0.01%	171
2024 Q4	–	Sell	-30,000	Closed	-$22.6K	–	166
2024 Q3	$22.6K	Hold	30,000	–	–	0.01%	151
2024 Q2	$19.1K	Buy	+30,000	New	+$212K	0.01%	145
2024 Q1	–	Sell	-54,500	Closed	-$4.55K	–	162
2023 Q4	$4.55K	Buy	+54,500	New	+$433K	﹤0.01%	142
2023 Q3	–	Sell	-20,500	Closed	-$12.2K	–	138
2023 Q2	$12.2K	Sell	20,500 -30,500	-60%	-$199K	0.01%	121
2023 Q1	$5.98K	Buy	51,000 +20,500	+67%	+$124K	﹤0.01%	124
2022 Q4	$5.85K	Buy	30,500 +12,500	+69%	+$62K	﹤0.01%	131
2022 Q3	$7K	Buy	+18,000	New	+$114K	0.01%	125
2022 Q1	–	Sell	-1,500	Closed	-$18K	–	154
2021 Q4	$18K	Buy	+1,500	New	+$27.5K	0.01%	140

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Firethorn Wealth Partners reduced its SoFi Technologies (SOFI) stake by 5.4% in Q2 2026, selling an estimated $96.9K and leaving 100,977 shares worth $1.81M. The position accounts for 0.58% of the portfolio, ranked #38.

Firethorn Wealth Partners first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.63M in Q2 2025. 273 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Firethorn Wealth Partners held 100,977 shares of SoFi Technologies worth $1.81M as of Q2 2026.
Firethorn Wealth Partners sold 5,717 SoFi Technologies shares in Q2 2026, an estimated $96.9K.
SoFi Technologies made up 0.58% of Firethorn Wealth Partners's portfolio in Q2 2026, its #38 holding.
Firethorn Wealth Partners first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
Firethorn Wealth Partners's SoFi Technologies position peaked at $4.63M in Q2 2025.
273 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.