HIW
SOFI icon

Holos Integrated Wealth’s SoFi Technologies SOFI Stock Holding History

Holos Integrated Wealth’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 		$17.8K Hold
1,000
– – 0.01% 220
2026
Q1 		$16.1K Buy
+1,000
New +$21.1K 0.01% 224

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Holos Integrated Wealth's SOFI Position: Q2 2026 in Review

Holos Integrated Wealth held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,000 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #220.

Holos Integrated Wealth first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Holos Integrated Wealth held 1,000 shares of SoFi Technologies worth $17.8K as of Q2 2026.
  • Holos Integrated Wealth left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #220 holding.
  • Holos Integrated Wealth first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.