Horizon Wealth Management’s SoFi Technologies SOFI Stock Holding History

Horizon 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
2026 Q2	$195K	Hold	10,900	–	–	0.02%	145
2026 Q1	$173K	Hold	10,900	–	–	0.03%	133
2025 Q4	$285K	Hold	10,900	–	–	0.04%	103
2025 Q3	$288K	Hold	10,900	–	–	0.04%	101
2025 Q2	$198K	Sell	10,900 -80	-0.7%	-$1.05K	0.03%	105
2025 Q1	$128K	Buy	+10,980	New	+$158K	0.02%	101

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

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

Horizon Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 10,900 shares worth $195K. The position accounts for 0.02% of the portfolio, ranked #145.

Horizon Wealth Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $288K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Horizon Wealth Management held 10,900 shares of SoFi Technologies worth $195K as of Q2 2026.
Horizon Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.02% of Horizon Wealth Management's portfolio in Q2 2026, its #145 holding.
Horizon Wealth Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
Horizon Wealth Management's SoFi Technologies position peaked at $288K in Q3 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.