Garden State Investment Advisory Services’s SoFi Technologies SOFI Stock Holding History

Garden State Investment Advisory Services’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	$538K	Buy	30,000 +17,500	+140%	+$296K	0.1%	166
2026 Q1	$199K	Buy	+12,500	New	+$263K	0.04%	290
2025 Q3	–	Sell	-5,000	Closed	-$91K	–	347
2025 Q2	$91K	Buy	5,000 +4,780	+2,173%	+$63K	0.02%	298
2025 Q1	$2.56K	Buy	+220	New	+$3.17K	﹤0.01%	263
2024 Q4	–	Sell	-400	Closed	-$3.14K	–	293
2024 Q3	$3.14K	Buy	400 +172	+75%	+$1.25K	﹤0.01%	235
2024 Q2	$1.51K	Sell	228 -1,432	-86%	-$10.1K	﹤0.01%	239
2024 Q1	$4.03K	Sell	1,660 -9,340	-85%	-$74.2K	﹤0.01%	223
2023 Q4	$109K	Buy	11,000 +3,100	+39%	+$24.6K	0.04%	213
2023 Q3	$63.1K	Sell	7,900 -2,900	-27%	-$25.5K	0.03%	201
2023 Q2	$90.1K	Sell	10,800 -57,200	-84%	-$373K	0.04%	216
2023 Q1	$413K	Buy	68,000 +16,000	+31%	+$97K	0.18%	103
2022 Q4	$240K	Buy	+52,000	New	+$258K	0.14%	149

Other funds holding SOFI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Garden State Investment Advisory Services's SOFI Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its SoFi Technologies (SOFI) stake by 0.3% in Q2 2026, buying an estimated $847 and bringing the position to 16,556 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #249.

Garden State Investment Advisory Services first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $333K in Q3 2025. 558 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Garden State Investment Advisory Services held 16,556 shares of SoFi Technologies worth $297K as of Q2 2026.
Garden State Investment Advisory Services bought 50 SoFi Technologies shares in Q2 2026, an estimated $847.
SoFi Technologies made up 0.05% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #249 holding.
Garden State Investment Advisory Services first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's SoFi Technologies position peaked at $333K in Q3 2025.
558 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.