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Heritage Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Heritage Wealth Advisors’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 		$9.41K Buy
+525
New +$8.89K ﹤0.01% 527
2022
Q3 		– Sell
-30
Closed – – 568
2022
Q2 		$0 Hold
30
– – ﹤0.01% 578
2022
Q1 		$0 Hold
30
– – ﹤0.01% 556
2021
Q4 		$0 Hold
30
– – ﹤0.01% 551
2021
Q3 		$476 Hold
30
– – ﹤0.01% 518
2021
Q2 		$575 Buy
+30
New +$556 ﹤0.01% 542

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Heritage Wealth Advisors's SOFI Position: Q2 2026 in Review

Heritage Wealth Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 525 shares worth $9.41K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in SOFI as recently as Q2 2022.

Heritage Wealth Advisors first reported a position in SOFI in Q2 2021 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Heritage Wealth Advisors held 525 shares of SoFi Technologies worth $9.41K as of Q2 2026.
  • SoFi Technologies was a new Heritage Wealth Advisors position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #527 holding.
  • Heritage Wealth Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 6 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.