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GoalVest Advisory’s SoFi Technologies SOFI Stock Holding History

GoalVest Advisory’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
-340
Closed -$5.4K – 554
2026
Q1 		$5.4K Hold
340
– – ﹤0.01% 391
2025
Q4 		$8.9K Buy
340
+80
+31% +$2.23K ﹤0.01% 427
2025
Q3 		$6.87K Buy
+260
New +$6.17K ﹤0.01% 350
2025
Q1 		– Sell
-481
Closed -$7.41K – 536
2024
Q4 		$7.41K Buy
+481
New +$6.25K ﹤0.01% 294

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

GoalVest Advisory's SOFI Position: Q2 2026 in Review

GoalVest Advisory sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 340 shares — an estimated $5.4K sold.

GoalVest Advisory first reported a position in SOFI in Q4 2024 and held it in 4 quarters. The position peaked at $8.9K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • GoalVest Advisory reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 340 SoFi Technologies shares in Q2 2026, an estimated $5.4K.
  • GoalVest Advisory first reported a position in SoFi Technologies in Q4 2024 and held it in 4 quarters.
  • GoalVest Advisory's SoFi Technologies position peaked at $8.9K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.