IFP Advisors
SOFI icon

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
Q3 		$1.5M Sell
95,414
-1,328
-1% -$23.4K 0.03% 606
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

IFP Advisors's SOFI Position: Q3 2026 in Review

IFP Advisors reduced its SoFi Technologies (SOFI) stake by 1.4% in Q3 2026, selling an estimated $23.4K and leaving 95,414 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #606.

IFP Advisors first reported a position in SOFI in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.55M in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • IFP Advisors held 95,414 shares of SoFi Technologies worth $1.5M as of Q3 2026.
  • IFP Advisors sold 1,328 SoFi Technologies shares in Q3 2026, an estimated $23.4K.
  • SoFi Technologies made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #606 holding.
  • IFP Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 23 quarters since.
  • IFP Advisors's SoFi Technologies position peaked at $2.55M in Q3 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.