Hantz Financial Services’s SoFi Technologies SOFI Stock Holding History

Hantz Financial Services’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 Q3	$12K	Buy	767 +296	+63%	+$5.21K	﹤0.01%	2069
2026 Q2	$8K	Buy	471 +166	+54%	+$2.81K	﹤0.01%	2132
2026 Q1	$5K	Sell	305 -382	-56%	-$8.05K	﹤0.01%	2197
2025 Q4	$18K	Buy	687 +620	+925%	+$17.3K	﹤0.01%	1830
2025 Q3	$2K	Hold	67	–	–	﹤0.01%	2202
2025 Q2	$1K	Buy	67 +47	+235%	+$620	﹤0.01%	2130
2025 Q1	$0	Buy	+20	New	+$288	﹤0.01%	1952
2024 Q1	–	Sell	-2,595	Closed	-$26K	–	1288
2023 Q4	$26K	Hold	2,595	–	–	﹤0.01%	706
2023 Q3	$21K	Hold	2,595	–	–	﹤0.01%	722
2023 Q2	$22K	Hold	2,595	–	–	﹤0.01%	695
2023 Q1	$16K	Sell	2,595 -1,020	-28%	-$6.18K	﹤0.01%	727
2022 Q4	$17K	Sell	3,615 -955	-21%	-$4.74K	﹤0.01%	691
2022 Q3	$22K	Buy	4,570 +1,792	+65%	+$11.3K	﹤0.01%	653
2022 Q2	$15K	Sell	2,778 -496	-15%	-$3.35K	﹤0.01%	697
2022 Q1	$31K	Buy	3,274 +774	+31%	+$8.89K	﹤0.01%	653
2021 Q4	$40K	Buy	2,500 +1,500	+150%	+$27.5K	﹤0.01%	575
2021 Q3	$16K	Buy	+1,000	New	+$15.7K	﹤0.01%	641

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Hantz Financial Services's SOFI Position: Q3 2026 in Review

Hantz Financial Services increased its SoFi Technologies (SOFI) stake by 63% in Q3 2026, buying an estimated $5.21K and bringing the position to 767 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

Hantz Financial Services first reported a position in SOFI in Q3 2021 and has held it in 17 quarters since. The position peaked at $40K in Q4 2021. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Hantz Financial Services held 767 shares of SoFi Technologies worth $12K as of Q3 2026.
Hantz Financial Services bought 296 SoFi Technologies shares in Q3 2026, an estimated $5.21K.
SoFi Technologies made up ﹤0.01% of Hantz Financial Services's portfolio in Q3 2026, its #2069 holding.
Hantz Financial Services first reported a position in SoFi Technologies in Q3 2021 and has held it in 17 quarters since.
Hantz Financial Services's SoFi Technologies position peaked at $40K in Q4 2021.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.