IHT Wealth Management’s SoFi Technologies SOFI Stock Holding History

IHT Wealth Management’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	–	Sell	-16,725	Closed	-$266K	–	1342
2026 Q1	$266K	Buy	16,725 +1,667	+11%	+$35.1K	0.01%	1054
2025 Q4	$394K	Buy	15,058 +2,104	+16%	+$58.6K	0.01%	860
2025 Q3	$342K	Buy	+12,954	New	+$307K	0.01%	875
2023 Q3	–	Sell	-13,789	Closed	-$115K	–	1022
2023 Q2	$115K	Sell	13,789 -11,631	-46%	-$75.8K	0.01%	922
2023 Q1	$154K	Sell	25,420 -631	-2%	-$3.83K	0.01%	880
2022 Q4	$120K	Buy	26,051 +2,278	+10%	+$11.3K	0.01%	856
2022 Q3	$116K	Buy	+23,773	New	+$150K	0.01%	817

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IHT Wealth Management's SOFI Position: Q2 2026 in Review

IHT Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 16,725 shares — an estimated $266K sold.

IHT Wealth Management first reported a position in SOFI in Q3 2022 and held it in 7 quarters. The position peaked at $394K in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

IHT Wealth Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
IHT Wealth Management sold 16,725 SoFi Technologies shares in Q2 2026, an estimated $266K.
IHT Wealth Management first reported a position in SoFi Technologies in Q3 2022 and held it in 7 quarters.
IHT Wealth Management's SoFi Technologies position peaked at $394K in Q4 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.