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Independent Advisor Alliance’s SoFi Technologies SOFI Stock Holding History

Independent Advisor Alliance’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 		$594K Sell
33,113
-2,899
-8% -$49.1K 0.01% 612
2026
Q1 		$572K Sell
36,012
-5,573
-13% -$117K 0.01% 1058
2025
Q4 		$1.09M Buy
41,585
+9,452
+29% +$263K 0.03% 448
2025
Q3 		$849K Buy
32,133
+3,152
+11% +$74.8K 0.02% 482
2025
Q2 		$528K Buy
28,981
+2,181
+8% +$28.8K 0.02% 573
2025
Q1 		$312K Buy
26,800
+9,614
+56% +$139K 0.01% 650
2024
Q4 		$265K Sell
17,186
-533
-3% -$6.92K ﹤0.01% 1182
2024
Q3 		$139K Buy
17,719
+226
+1% +$1.64K 0.01% 676
2024
Q2 		$116K Buy
17,493
+3,883
+29% +$27.4K ﹤0.01% 678
2024
Q1 		$99.4K Sell
13,610
-7,932
-37% -$63K ﹤0.01% 678
2023
Q4 		$214K Buy
21,542
+3,963
+23% +$31.5K 0.01% 628
2023
Q3 		$140K Buy
17,579
+5,417
+45% +$47.6K 0.01% 624
2023
Q2 		$101K Sell
12,162
-6,138
-34% -$40K ﹤0.01% 642
2023
Q1 		$111K Sell
18,300
-631
-3% -$3.83K 0.01% 634
2022
Q4 		$87 Buy
+18,931
New +$93.9K ﹤0.01% 397
2022
Q2 		– Sell
-11,200
Closed -$106K – 688
2022
Q1 		$106K Buy
+11,200
New +$129K 0.01% 627

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's SOFI Position: Q2 2026 in Review

Independent Advisor Alliance reduced its SoFi Technologies (SOFI) stake by 8.1% in Q2 2026, selling an estimated $49.1K and leaving 33,113 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #612.

Independent Advisor Alliance first reported a position in SOFI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Independent Advisor Alliance held 33,113 shares of SoFi Technologies worth $594K as of Q2 2026.
  • Independent Advisor Alliance sold 2,899 SoFi Technologies shares in Q2 2026, an estimated $49.1K.
  • SoFi Technologies made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #612 holding.
  • Independent Advisor Alliance first reported a position in SoFi Technologies in Q1 2022 and has held it in 16 quarters since.
  • Independent Advisor Alliance's SoFi Technologies position peaked at $1.09M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.