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Fourth Dimension Wealth’s SoFi Technologies SOFI Stock Holding History

Fourth Dimension 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 		$4.48K Hold
250
– – ﹤0.01% 550
2026
Q1 		$3.97K Hold
250
– – ﹤0.01% 492
2025
Q4 		$6.54K Hold
250
– – ﹤0.01% 452
2025
Q3 		$6.61K Hold
250
– – ﹤0.01% 457
2025
Q2 		$4.55K Sell
250
-300
-55% -$3.96K ﹤0.01% 495
2025
Q1 		$6.4K Hold
550
– – ﹤0.01% 469
2024
Q4 		$8.47K Buy
+550
New +$7.14K ﹤0.01% 440

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

Fourth Dimension Wealth's SOFI Position: Q2 2026 in Review

Fourth Dimension Wealth held its SoFi Technologies (SOFI) position steady in Q2 2026 at 250 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Fourth Dimension Wealth first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.47K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fourth Dimension Wealth held 250 shares of SoFi Technologies worth $4.48K as of Q2 2026.
  • Fourth Dimension Wealth left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #550 holding.
  • Fourth Dimension Wealth first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's SoFi Technologies position peaked at $8.47K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.