IMA Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
IMA Advisory Services's SOFI Position: Q2 2026 in Review
IMA Advisory Services increased its SoFi Technologies (SOFI) stake by 73,414% in Q2 2026, buying an estimated $1.92M and bringing the position to 113,211 shares worth $2.03M. The position accounts for 0.13% of the portfolio, ranked #116.
IMA Advisory Services first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- IMA Advisory Services held 113,211 shares of SoFi Technologies worth $2.03M as of Q2 2026.
- IMA Advisory Services bought 113,057 SoFi Technologies shares in Q2 2026, an estimated $1.92M.
- SoFi Technologies made up 0.13% of IMA Advisory Services's portfolio in Q2 2026, its #116 holding.
- IMA Advisory Services first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
- 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.