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Global Wealth Strategies & Associates’s SoFi Technologies SOFI Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-159
Closed -$2.52K – 402
2026
Q1 		$2.52K Buy
+159
New +$3.35K ﹤0.01% 397
2025
Q1 		– Sell
-36
Closed -$554 – 510
2024
Q4 		$554 Buy
+36
New +$468 ﹤0.01% 365

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

Global Wealth Strategies & Associates's SOFI Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 159 shares — an estimated $2.52K sold.

Global Wealth Strategies & Associates first reported a position in SOFI in Q4 2024 and held it in 2 quarters. The position peaked at $2.52K in Q1 2026. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 159 SoFi Technologies shares in Q2 2026, an estimated $2.52K.
  • Global Wealth Strategies & Associates first reported a position in SoFi Technologies in Q4 2024 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's SoFi Technologies position peaked at $2.52K in Q1 2026.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.