GWN Securities’s SoFi Technologies SOFI Stock Holding History

GWN Securities’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	-18,006	Closed	-$286K	–	523
2026 Q1	$286K	Buy	+18,006	New	+$380K	0.05%	379

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

GWN Securities's SOFI Position: Q2 2026 in Review

GWN Securities sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 18,006 shares — an estimated $286K sold.

GWN Securities first reported a position in SOFI in Q1 2026 and held it in 1 quarter. The position peaked at $286K in Q1 2026. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

GWN Securities reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
GWN Securities sold 18,006 SoFi Technologies shares in Q2 2026, an estimated $286K.
GWN Securities first reported a position in SoFi Technologies in Q1 2026 and held it in 1 quarter.
GWN Securities's SoFi Technologies position peaked at $286K in Q1 2026.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.