Great Valley Advisor Group’s SoFi Technologies SOFI Stock Holding History

Great Valley Advisor Group’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	$453K	Buy	25,276 +3,061	+14%	+$51.9K	0.01%	751
2026 Q1	$352K	Buy	22,215 +7,244	+48%	+$153K	0.01%	773
2025 Q4	$392K	Buy	14,971 +718	+5%	+$20K	0.01%	704
2025 Q3	$377K	Buy	14,253 +3,912	+38%	+$92.8K	0.01%	709
2025 Q2	$188K	Sell	10,341 -5,013	-33%	-$66.1K	﹤0.01%	866
2025 Q1	$179K	Sell	15,354 -8,026	-34%	-$116K	﹤0.01%	845
2024 Q4	$360K	Sell	23,380 -51,892	-69%	-$674K	0.01%	654
2024 Q3	$592K	Buy	75,272 +14,637	+24%	+$106K	0.01%	523
2024 Q2	$401K	Buy	60,635 +827	+1%	+$5.83K	0.01%	584
2024 Q1	$437K	Buy	59,808 +1,532	+3%	+$12.2K	0.01%	524
2023 Q4	$580K	Buy	+58,276	New	+$463K	0.02%	428
2022 Q1	–	Sell	-19,684	Closed	-$311K	–	625
2021 Q4	$311K	Buy	19,684 +1,252	+7%	+$23K	0.02%	484
2021 Q3	$292K	Buy	+18,432	New	+$289K	0.02%	473

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Great Valley Advisor Group's SOFI Position: Q2 2026 in Review

Great Valley Advisor Group increased its SoFi Technologies (SOFI) stake by 14% in Q2 2026, buying an estimated $51.9K and bringing the position to 25,276 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #751.

Great Valley Advisor Group first reported a position in SOFI in Q3 2021 and has held it in 13 quarters since. The position peaked at $592K in Q3 2024. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Great Valley Advisor Group held 25,276 shares of SoFi Technologies worth $453K as of Q2 2026.
Great Valley Advisor Group bought 3,061 SoFi Technologies shares in Q2 2026, an estimated $51.9K.
SoFi Technologies made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #751 holding.
Great Valley Advisor Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 13 quarters since.
Great Valley Advisor Group's SoFi Technologies position peaked at $592K in Q3 2024.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.