Focus Partners Wealth
SOFI icon

Focus Partners Wealth’s SoFi Technologies SOFI Stock Holding History

Focus Partners Wealth’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 		$185K Sell
10,309
-246,834
-96% -$4.18M ﹤0.01% 2528
2026
Q1 		$4.08M Sell
257,143
-11,422
-4% -$241K ﹤0.01% 1008
2025
Q4 		$7.03M Sell
268,565
-31,304
-10% -$872K 0.01% 821
2025
Q3 		$7.92M Sell
299,869
-16,491
-5% -$391K 0.01% 624
2025
Q2 		$5.76M Buy
316,360
+2,018
+0.6% +$26.6K 0.01% 641
2025
Q1 		$3.66M Buy
314,342
+12,831
+4% +$185K 0.01% 715
2024
Q4 		$4.64M Buy
301,511
+31,551
+12% +$410K 0.01% 625
2024
Q3 		$34.9M Buy
269,960
+155,065
+135% +$1.13M 0.11% 185
2024
Q2 		$759K Sell
114,895
-5,518
-5% -$38.9K ﹤0.01% 858
2024
Q1 		$879K Buy
120,413
+307
+0.3% +$2.44K 0.01% 628
2023
Q4 		$1.2M Buy
+120,106
New +$955K 0.02% 426

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 $3.38T AUM 44.17% 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

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

Focus Partners Wealth reduced its SoFi Technologies (SOFI) stake by 96% in Q2 2026, selling an estimated $4.18M and leaving 10,309 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2528.

Focus Partners Wealth first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $34.9M in Q3 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Focus Partners Wealth held 10,309 shares of SoFi Technologies worth $185K as of Q2 2026.
  • Focus Partners Wealth sold 246,834 SoFi Technologies shares in Q2 2026, an estimated $4.18M.
  • SoFi Technologies made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2528 holding.
  • Focus Partners Wealth first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's SoFi Technologies position peaked at $34.9M in Q3 2024.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.