IFG Advisory’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.5K Buy
+2,261
New +$38.3K ﹤0.01% 1397
2023
Q2
Sell
-10,700
Closed -$64.9K 465
2023
Q1
$64.9K Buy
+10,700
New +$64.9K 0.01% 502

Other funds holding SOFI

IFG Advisory's SOFI Position: Q2 2026 in Review

IFG Advisory opened a new position in SoFi Technologies (SOFI) in Q2 2026: 2,261 shares worth $40.5K. The stake represents ﹤0.01% of the portfolio and ranks #1397 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SOFI as recently as Q1 2023.

IFG Advisory first reported a position in SOFI in Q1 2023 and has held it in 2 quarters since. The position peaked at $64.9K in Q1 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • IFG Advisory held 2,261 shares of SoFi Technologies worth $40.5K as of Q2 2026.
  • SoFi Technologies was a new IFG Advisory position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1397 holding.
  • IFG Advisory first reported a position in SoFi Technologies in Q1 2023 and has held it in 2 quarters since.
  • IFG Advisory's SoFi Technologies position peaked at $64.9K in Q1 2023.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.