Future Financial Wealth Management’s SoFi Technologies SOFI Stock Holding History

Future Financial Wealth Management’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	$191K	Hold	11,500	–	–	0.12%	124
2026 Q1	$216K	Sell	11,500 -1,000	-8%	-$21.1K	0.14%	114
2025 Q4	$319K	Hold	12,500	–	–	0.21%	85
2025 Q3	$330K	Sell	12,500 -2,000	-14%	-$47.5K	0.21%	82
2025 Q2	$264K	Buy	14,500 +1,000	+7%	+$13.2K	0.18%	96
2025 Q1	$157K	Hold	13,500	–	–	0.12%	125
2024 Q4	$208K	Sell	13,500 -1,610	-11%	-$20.9K	0.15%	108
2024 Q3	$119K	Buy	+15,110	New	+$110K	0.08%	157
2024 Q2	–	Sell	-5,110	Closed	-$37.3K	–	412
2024 Q1	$37.3K	Buy	+5,110	New	+$40.6K	0.03%	294
2022 Q2	–	Sell	-3,760	Closed	-$36K	–	422
2022 Q1	$36K	Buy	3,760 +250	+7%	+$2.87K	0.03%	308
2021 Q4	$55K	Buy	+3,510	New	+$64.4K	0.04%	261

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Future Financial Wealth Management's SOFI Position: Q2 2026 in Review

Future Financial Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 11,500 shares worth $191K. The position accounts for 0.12% of the portfolio, ranked #124.

Future Financial Wealth Management first reported a position in SOFI in Q4 2021 and has held it in 11 quarters since. The position peaked at $330K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Future Financial Wealth Management held 11,500 shares of SoFi Technologies worth $191K as of Q2 2026.
Future Financial Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.12% of Future Financial Wealth Management's portfolio in Q2 2026, its #124 holding.
Future Financial Wealth Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 11 quarters since.
Future Financial Wealth Management's SoFi Technologies position peaked at $330K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.