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Golden State Wealth Management’s SoFi Technologies SOFI Stock Holding History

Golden State 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 		$8.07K Sell
450
-750
-63% -$12.7K ﹤0.01% 1160
2026
Q1 		$19.1K Hold
1,200
– – ﹤0.01% 926
2025
Q4 		$31.4K Hold
1,200
– – ﹤0.01% 805
2025
Q3 		$31.7K Buy
1,200
+200
+20% +$4.75K ﹤0.01% 795
2025
Q2 		$18.2K Hold
1,000
– – ﹤0.01% 913
2025
Q1 		$11.6K Hold
1,000
– – ﹤0.01% 958
2024
Q4 		$15.4K Buy
+1,000
New +$13K ﹤0.01% 834

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

Golden State Wealth Management's SOFI Position: Q2 2026 in Review

Golden State Wealth Management reduced its SoFi Technologies (SOFI) stake by 63% in Q2 2026, selling an estimated $12.7K and leaving 450 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Golden State Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.7K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Golden State Wealth Management held 450 shares of SoFi Technologies worth $8.07K as of Q2 2026.
  • Golden State Wealth Management sold 750 SoFi Technologies shares in Q2 2026, an estimated $12.7K.
  • SoFi Technologies made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1160 holding.
  • Golden State Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's SoFi Technologies position peaked at $31.7K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.