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Glen Eagle Advisors’s SoFi Technologies SOFI Stock Holding History

Glen Eagle Advisors’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 		$34.7K Hold
1,938
– – ﹤0.01% 520
2026
Q1 		$30.8K Hold
1,938
– – ﹤0.01% 514
2025
Q4 		$50.7K Hold
1,938
– – 0.01% 443
2025
Q3 		$51.2K Hold
1,938
– – 0.01% 446
2025
Q2 		$35.3K Buy
1,938
+493
+34% +$6.5K 0.01% 474
2025
Q1 		$16.8K Hold
1,445
– – ﹤0.01% 567
2024
Q4 		$22.3K Hold
1,445
– – ﹤0.01% 538
2024
Q3 		$11.4K Hold
1,445
– – ﹤0.01% 640
2024
Q2 		$9.55K Buy
+1,445
New +$10.2K ﹤0.01% 658
2023
Q2 		– Sell
-17
Closed -$103 – 1119
2023
Q1 		$103 Buy
+17
New +$103 ﹤0.01% 1048

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Glen Eagle Advisors's SOFI Position: Q2 2026 in Review

Glen Eagle Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,938 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Glen Eagle Advisors first reported a position in SOFI in Q1 2023 and has held it in 10 quarters since. The position peaked at $51.2K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Glen Eagle Advisors held 1,938 shares of SoFi Technologies worth $34.7K as of Q2 2026.
  • Glen Eagle Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #520 holding.
  • Glen Eagle Advisors first reported a position in SoFi Technologies in Q1 2023 and has held it in 10 quarters since.
  • Glen Eagle Advisors's SoFi Technologies position peaked at $51.2K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.