IFG Advisory
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IFG Advisory’s SoFi Technologies SOFI Stock Holding History

IFG Advisory’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
Q3 		$31.2K Sell
1,986
-275
-12% -$4.84K ﹤0.01% 1473
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IFG Advisory's SOFI Position: Q3 2026 in Review

IFG Advisory reduced its SoFi Technologies (SOFI) stake by 12% in Q3 2026, selling an estimated $4.84K and leaving 1,986 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

IFG Advisory first reported a position in SOFI in Q1 2023 and has held it in 3 quarters since. The position peaked at $64.9K in Q1 2023. 512 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • IFG Advisory held 1,986 shares of SoFi Technologies worth $31.2K as of Q3 2026.
  • IFG Advisory sold 275 SoFi Technologies shares in Q3 2026, an estimated $4.84K.
  • SoFi Technologies made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1473 holding.
  • IFG Advisory first reported a position in SoFi Technologies in Q1 2023 and has held it in 3 quarters since.
  • IFG Advisory's SoFi Technologies position peaked at $64.9K in Q1 2023.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.