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Friedenthal Financial’s SoFi Technologies SOFI Stock Holding History

Friedenthal Financial’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 		$1.79K Buy
+100
New +$1.69K ﹤0.01% 225
2026
Q1 		– Sell
-35,354
Closed -$926K – 305
2025
Q4 		$926K Buy
+35,354
New +$985K 0.48% 79

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Friedenthal Financial's SOFI Position: Q2 2026 in Review

Friedenthal Financial opened a new position in SoFi Technologies (SOFI) in Q2 2026: 100 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #225 among its holdings. This is a return to the name: Friedenthal Financial previously reported a position in SOFI as recently as Q4 2025.

Friedenthal Financial first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $926K in Q4 2025. 160 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Friedenthal Financial held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • SoFi Technologies was a new Friedenthal Financial position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Friedenthal Financial's portfolio in Q2 2026, its #225 holding.
  • Friedenthal Financial first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • Friedenthal Financial's SoFi Technologies position peaked at $926K in Q4 2025.
  • 160 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Friedenthal Financial's 13F filing for Q2 2026, filed 13 Jul 2026.