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IAG Wealth Partners’s SoFi Technologies SOFI Stock Holding History

IAG Wealth Partners’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 		$11.1K Buy
617
+73
+13% +$1.24K ﹤0.01% 370
2026
Q1 		$8.64K Sell
544
-1,767
-76% -$37.2K ﹤0.01% 397
2025
Q4 		$60.5K Sell
2,311
-150
-6% -$4.18K 0.01% 193
2025
Q3 		$65K Hold
2,461
– – 0.01% 193
2025
Q2 		$44.8K Sell
2,461
-64
-3% -$844 0.01% 205
2025
Q1 		$29.4K Buy
2,525
+50
+2% +$721 ﹤0.01% 240
2024
Q4 		$38.1K Buy
+2,475
New +$32.1K 0.01% 212

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 $3.37T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

IAG Wealth Partners's SOFI Position: Q2 2026 in Review

IAG Wealth Partners increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $1.24K and bringing the position to 617 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

IAG Wealth Partners first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $65K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • IAG Wealth Partners held 617 shares of SoFi Technologies worth $11.1K as of Q2 2026.
  • IAG Wealth Partners bought 73 SoFi Technologies shares in Q2 2026, an estimated $1.24K.
  • SoFi Technologies made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #370 holding.
  • IAG Wealth Partners first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • IAG Wealth Partners's SoFi Technologies position peaked at $65K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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