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
2024 Q3	–	Sell	-6	Closed	-$40	–	277
2024 Q2	$40	Buy	+6	New	+$42	﹤0.01%	255
2023 Q4	–	Sell	-3,000	Closed	-$24K	–	247
2023 Q3	$24K	Sell	3,000 -15,000	-83%	-$132K	0.01%	215
2023 Q2	$150K	Buy	+18,000	New	+$117K	0.06%	202

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 $3.38T AUM 44.17% 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

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. 925 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.
925 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.