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Foundations Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Foundations Investment 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 		– Sell
-24,052
Closed -$382K – 1295
2026
Q1 		$382K Sell
24,052
-10,861
-31% -$229K ﹤0.01% 814
2025
Q4 		$914K Buy
34,913
+6,802
+24% +$190K 0.01% 534
2025
Q3 		$743K Buy
28,111
+1,187
+4% +$28.2K 0.01% 545
2025
Q2 		$490K Buy
26,924
+5,224
+24% +$68.9K 0.01% 584
2025
Q1 		$252K Buy
21,700
+4,225
+24% +$60.9K ﹤0.01% 764
2024
Q4 		$269K Buy
17,475
+51
+0.3% +$662 0.01% 686
2024
Q3 		$137K Buy
+17,424
New +$127K ﹤0.01% 788
2024
Q2 		– Sell
-35,295
Closed -$258K – 796
2024
Q1 		$258K Buy
35,295
+2,103
+6% +$16.7K 0.01% 618
2023
Q4 		$257K Buy
33,192
+22,555
+212% +$179K 0.01% 591
2023
Q3 		$85K Buy
+10,637
New +$93.5K ﹤0.01% 626

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

Foundations Investment Advisors's SOFI Position: Q2 2026 in Review

Foundations Investment Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 24,052 shares — an estimated $382K sold.

Foundations Investment Advisors first reported a position in SOFI in Q3 2023 and held it in 10 quarters. The position peaked at $914K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Foundations Investment Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 24,052 SoFi Technologies shares in Q2 2026, an estimated $382K.
  • Foundations Investment Advisors first reported a position in SoFi Technologies in Q3 2023 and held it in 10 quarters.
  • Foundations Investment Advisors's SoFi Technologies position peaked at $914K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.