Focus Partners Advisor Solutions’s SoFi Technologies SOFI Stock Holding History

Focus Partners Advisor Solutions’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	–	Sell	-13,532	Closed	-$215K	–	1403
2026 Q1	$215K	Sell	13,532 -9,834	-42%	-$207K	﹤0.01%	1130
2025 Q4	$612K	Buy	23,366 +465	+2%	+$13K	0.01%	653
2025 Q3	$654K	Buy	22,901 +4,225	+23%	+$100K	0.01%	658
2025 Q2	$339K	Sell	18,676 -5,549	-23%	-$73.2K	﹤0.01%	805
2025 Q1	$282K	Buy	24,225 +3,667	+18%	+$52.8K	﹤0.01%	782
2024 Q4	$317K	Buy	20,558 +2,912	+17%	+$37.8K	0.01%	591
2024 Q3	$139K	Buy	17,646 +966	+6%	+$7.02K	﹤0.01%	729
2024 Q2	$110K	Sell	16,680 -976	-6%	-$6.88K	﹤0.01%	623
2024 Q1	$129K	Buy	+17,656	New	+$140K	﹤0.01%	593

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

Focus Partners Advisor Solutions's SOFI Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 13,532 shares — an estimated $215K sold.

Focus Partners Advisor Solutions first reported a position in SOFI in Q1 2024 and held it in 9 quarters. The position peaked at $654K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 13,532 SoFi Technologies shares in Q2 2026, an estimated $215K.
Focus Partners Advisor Solutions first reported a position in SoFi Technologies in Q1 2024 and held it in 9 quarters.
Focus Partners Advisor Solutions's SoFi Technologies position peaked at $654K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.