Insigneo Advisory Services’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$494K Buy
+27,559
New +$467K 0.02% 489
2026
Q1
– Sell
-11,144
Closed -$292K – 814
2025
Q4
$292K Buy
11,144
+1,017
+10% +$28.3K 0.02% 522
2025
Q3
$268K Buy
+10,127
New +$240K 0.02% 541
2024
Q3
– Sell
-15,602
Closed -$102K – 651
2024
Q2
$102K Buy
15,602
+3,349
+27% +$23.6K 0.01% 525
2024
Q1
$89.4K Sell
12,253
-1,010
-8% -$8.02K 0.01% 473
2023
Q4
$132K Buy
+13,263
New +$105K 0.02% 423
2023
Q3
– Sell
-12,053
Closed -$101K – 396
2023
Q2
$101K Buy
+12,053
New +$78.6K 0.02% 332

Other funds holding SOFI

Insigneo Advisory Services's SOFI Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in SoFi Technologies (SOFI) in Q2 2026: 27,559 shares worth $494K. The stake represents 0.02% of the portfolio and ranks #489 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in SOFI as recently as Q4 2025.

Insigneo Advisory Services first reported a position in SOFI in Q2 2023 and has held it in 7 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Insigneo Advisory Services held 27,559 shares of SoFi Technologies worth $494K as of Q2 2026.
  • SoFi Technologies was a new Insigneo Advisory Services position in Q2 2026.
  • SoFi Technologies made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #489 holding.
  • Insigneo Advisory Services first reported a position in SoFi Technologies in Q2 2023 and has held it in 7 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.