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Florida Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Florida Financial 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 		$864K Buy
48,180
+12,745
+36% +$216K 0.15% 152
2026
Q1 		$563K Buy
35,435
+7,066
+25% +$149K 0.13% 155
2025
Q4 		$742K Buy
+28,369
New +$791K 0.2% 117

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

Florida Financial Advisors's SOFI Position: Q2 2026 in Review

Florida Financial Advisors increased its SoFi Technologies (SOFI) stake by 36% in Q2 2026, buying an estimated $216K and bringing the position to 48,180 shares worth $864K. The position accounts for 0.15% of the portfolio, ranked #152.

Florida Financial Advisors first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Florida Financial Advisors held 48,180 shares of SoFi Technologies worth $864K as of Q2 2026.
  • Florida Financial Advisors bought 12,745 SoFi Technologies shares in Q2 2026, an estimated $216K.
  • SoFi Technologies made up 0.15% of Florida Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Florida Financial Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.