FGA
SOFI icon

Fortis Group Advisors’s SoFi Technologies SOFI Stock Holding History

Fortis Group 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 		$1.95M Buy
108,795
+33,451
+44% +$567K 0.31% 84
2026
Q1 		$1.21M Sell
75,344
-613
-0.8% -$12.9K 0.2% 125
2025
Q4 		$1.73M Sell
75,957
-54,860
-42% -$1.53M 0.29% 89
2025
Q3 		$3.88M Buy
130,817
+63,420
+94% +$1.5M 0.67% 40
2025
Q2 		$1.52M Buy
+67,397
New +$889K 0.28% 89

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 Group Advisors's SOFI Position: Q2 2026 in Review

Fortis Group Advisors increased its SoFi Technologies (SOFI) stake by 44% in Q2 2026, buying an estimated $567K and bringing the position to 108,795 shares worth $1.95M. The position accounts for 0.31% of the portfolio, ranked #84.

Fortis Group Advisors first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.88M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fortis Group Advisors held 108,795 shares of SoFi Technologies worth $1.95M as of Q2 2026.
  • Fortis Group Advisors bought 33,451 SoFi Technologies shares in Q2 2026, an estimated $567K.
  • SoFi Technologies made up 0.31% of Fortis Group Advisors's portfolio in Q2 2026, its #84 holding.
  • Fortis Group Advisors first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Fortis Group Advisors's SoFi Technologies position peaked at $3.88M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.