IMG Wealth Management’s SoFi Technologies SOFI Stock Holding History

IMG 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	$90	Buy	+5	New	+$85	﹤0.01%	589

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

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

IMG Wealth Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 5 shares worth $90. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

IMG Wealth Management held 5 shares of SoFi Technologies worth $90 as of Q2 2026.
SoFi Technologies was a new IMG Wealth Management position in Q2 2026.
SoFi Technologies made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #589 holding.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.