Global Assets Advisory’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
Global Assets Advisory's SOFI Position: Q2 2026 in Review
Global Assets Advisory increased its SoFi Technologies (SOFI) stake by 58% in Q2 2026, buying an estimated $72.9K and bringing the position to 11,725 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #309.
Global Assets Advisory first reported a position in SOFI in Q1 2025 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- Global Assets Advisory held 11,725 shares of SoFi Technologies worth $218K as of Q2 2026.
- Global Assets Advisory bought 4,300 SoFi Technologies shares in Q2 2026, an estimated $72.9K.
- SoFi Technologies made up 0.05% of Global Assets Advisory's portfolio in Q2 2026, its #309 holding.
- Global Assets Advisory first reported a position in SoFi Technologies in Q1 2025 and has held it in 3 quarters since.
- 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.