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IFP Advisors’s SoFi Technologies SOFI Stock Holding History

IFP Advisors’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 		$1.73M Sell
96,742
-2,071
-2% -$35.1K 0.03% 539
2026
Q1 		$1.57M Buy
98,813
+2,932
+3% +$61.8K 0.03% 534
2025
Q4 		$2.51M Sell
95,881
-824
-0.9% -$23K 0.06% 358
2025
Q3 		$2.55M Buy
96,705
+682
+0.7% +$16.2K 0.07% 321
2025
Q2 		$1.77M Buy
96,023
+4,381
+5% +$57.8K 0.05% 385
2025
Q1 		$1.07M Sell
91,642
-11,919
-12% -$172K 0.03% 538
2024
Q4 		$1.59M Sell
103,561
-7,386
-7% -$95.9K 0.05% 393
2024
Q3 		$872K Buy
110,947
+20,079
+22% +$146K 0.03% 511
2024
Q2 		$601K Buy
90,868
+898
+1% +$6.33K 0.02% 599
2024
Q1 		$657K Buy
89,970
+37,302
+71% +$296K 0.03% 532
2023
Q4 		$524K Buy
52,668
+24,012
+84% +$191K 0.02% 571
2023
Q3 		$229K Sell
28,656
-276,776
-91% -$2.43M 0.01% 902
2023
Q2 		$2.55M Buy
305,432
+293,070
+2,371% +$1.91M 0.11% 200
2023
Q1 		$280K Sell
12,362
-74,978
-86% -$455K 0.01% 805
2022
Q4 		$1.98M Sell
87,340
-2,059
-2% -$10.2K 0.05% 370
2022
Q3 		$2.02M Buy
89,399
+21,624
+32% +$137K 0.05% 392
2022
Q2 		$1.53M Hold
67,775
– – 0.05% 439
2022
Q1 		$1.53M Buy
67,775
+64,793
+2,173% +$744K 0.05% 439
2021
Q4 		$53K Buy
2,982
+1,968
+194% +$36.1K ﹤0.01% 1529
2021
Q3 		$18K Buy
1,014
+14
+1% +$219 ﹤0.01% 2034
2021
Q2 		$20K Buy
1,000
+300
+43% +$5.56K ﹤0.01% 1939
2021
Q1 		$13K Buy
+700
New +$13.8K ﹤0.01% 2038

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

IFP Advisors's SOFI Position: Q2 2026 in Review

IFP Advisors reduced its SoFi Technologies (SOFI) stake by 2.1% in Q2 2026, selling an estimated $35.1K and leaving 96,742 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #539.

IFP Advisors first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.55M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • IFP Advisors held 96,742 shares of SoFi Technologies worth $1.73M as of Q2 2026.
  • IFP Advisors sold 2,071 SoFi Technologies shares in Q2 2026, an estimated $35.1K.
  • SoFi Technologies made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #539 holding.
  • IFP Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • IFP Advisors's SoFi Technologies position peaked at $2.55M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.