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Fortis Advisors’s SoFi Technologies SOFI Stock Holding History

Fortis 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 		$269K Hold
15,000
– – 0.13% 101
2026
Q1 		$238K Sell
15,000
-2,500
-14% -$52.7K 0.12% 110
2025
Q4 		$458K Sell
17,500
-2,000
-10% -$55.7K 0.25% 70
2025
Q3 		$515K Sell
19,500
-11,800
-38% -$280K 0.29% 59
2025
Q2 		$570K Hold
31,300
– – 0.37% 53
2025
Q1 		$364K Sell
31,300
-13,250
-30% -$191K 0.24% 75
2024
Q4 		$686K Hold
44,550
– – 0.45% 41
2024
Q3 		$350K Hold
44,550
– – 0.23% 78
2024
Q2 		$294K Buy
44,550
+2,000
+5% +$14.1K 0.21% 77
2024
Q1 		$311K Hold
42,550
– – 0.21% 73
2023
Q4 		$423K Buy
42,550
+2,500
+6% +$19.9K 0.3% 52
2023
Q3 		$320K Sell
40,050
-11,100
-22% -$97.6K 0.24% 67
2023
Q2 		$427K Buy
51,150
+2,500
+5% +$16.3K 0.31% 49
2023
Q1 		$295K Buy
48,650
+14,000
+40% +$84.9K 0.19% 71
2022
Q4 		$160K Hold
34,650
– – 0.12% 89
2022
Q3 		$169K Buy
34,650
+2,750
+9% +$17.4K 0.12% 94
2022
Q2 		$168K Buy
31,900
+17,800
+126% +$120K 0.11% 99
2022
Q1 		$133K Buy
14,100
+3,500
+33% +$40.2K 0.07% 133
2021
Q4 		$168K Buy
+10,600
New +$195K 0.1% 104

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

Fortis Advisors's SOFI Position: Q2 2026 in Review

Fortis Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 15,000 shares worth $269K. The position accounts for 0.13% of the portfolio, ranked #101.

Fortis Advisors first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $686K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fortis Advisors held 15,000 shares of SoFi Technologies worth $269K as of Q2 2026.
  • Fortis Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.13% of Fortis Advisors's portfolio in Q2 2026, its #101 holding.
  • Fortis Advisors first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Fortis Advisors's SoFi Technologies position peaked at $686K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fortis Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.