Institute for Wealth Management’s SoFi Technologies SOFI Stock Holding History

Institute for 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	$70.2K	Buy	+3,916	New	+$66.3K	0.01%	787

Other funds holding SOFI

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Institute for Wealth Management's SOFI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 3,916 shares worth $70.2K. The stake represents 0.01% of the portfolio and ranks #787 among its holdings.

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

Institute for Wealth Management held 3,916 shares of SoFi Technologies worth $70.2K as of Q2 2026.
SoFi Technologies was a new Institute for Wealth Management position in Q2 2026.
SoFi Technologies made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #787 holding.
524 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.