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

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. 561 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.
561 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.