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HB Wealth Management’s SoFi Technologies SOFI Stock Holding History

HB 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
2024
Q4 		– Sell
-4,000
Closed -$31.4K – 1114
2024
Q3 		$31.4K Sell
4,000
-5,000
-56% -$36.3K ﹤0.01% 957
2024
Q2 		$59.5K Buy
+9,000
New +$63.5K ﹤0.01% 896

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 $3.38T AUM 44.17% 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

HB Wealth Management's SOFI Position: Q2 2026 in Review

HB Wealth Management increased its SoFi Technologies (SOFI) stake by 5.4% in Q2 2026, buying an estimated $13.4K and bringing the position to 15,550 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

HB Wealth Management first reported a position in SOFI in Q1 2024 and has held it in 8 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • HB Wealth Management held 15,550 shares of SoFi Technologies worth $279K as of Q2 2026.
  • HB Wealth Management bought 793 SoFi Technologies shares in Q2 2026, an estimated $13.4K.
  • SoFi Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • HB Wealth Management first reported a position in SoFi Technologies in Q1 2024 and has held it in 8 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.