Gilliland Jeter Wealth Management’s SoFi Technologies SOFI Stock Holding History

Gilliland Jeter 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	$206K	Hold	11,500	–	–	0.05%	193
2026 Q1	$183K	Hold	11,500	–	–	0.05%	183
2025 Q4	$301K	Hold	11,500	–	–	0.09%	145
2025 Q3	$304K	Hold	11,500	–	–	0.09%	147
2025 Q2	$209K	Hold	11,500	–	–	0.07%	170
2025 Q1	$134K	Hold	11,500	–	–	0.05%	173
2024 Q4	$177K	Buy	11,500 +5,500	+92%	+$71.4K	0.06%	168
2024 Q3	$47.2K	Buy	+6,000	New	+$43.6K	0.02%	310

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

Gilliland Jeter Wealth Management's SOFI Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 11,500 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #193.

Gilliland Jeter Wealth Management first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $304K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Gilliland Jeter Wealth Management held 11,500 shares of SoFi Technologies worth $206K as of Q2 2026.
Gilliland Jeter Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.05% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #193 holding.
Gilliland Jeter Wealth Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
Gilliland Jeter Wealth Management's SoFi Technologies position peaked at $304K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.