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Integrated Wealth Concepts’s SoFi Technologies SOFI Stock Holding History

Integrated Wealth Concepts’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 		$1.14M Buy
63,346
+99
+0.2% +$1.68K 0.01% 1144
2026
Q1 		$1M Buy
63,247
+39,888
+171% +$841K 0.01% 1112
2025
Q4 		$612K Sell
23,359
-48,821
-68% -$1.36M 0.01% 997
2025
Q3 		$1.91M Buy
72,180
+10,248
+17% +$243K 0.02% 691
2025
Q2 		$1.13M Sell
61,932
-36,245
-37% -$478K 0.01% 860
2025
Q1 		$1.14M Buy
98,177
+11,689
+14% +$168K 0.01% 776
2024
Q4 		$1.33M Buy
86,488
+52,021
+151% +$676K 0.02% 703
2024
Q3 		$271K Buy
34,467
+15,301
+80% +$111K ﹤0.01% 1408
2024
Q2 		$127K Sell
19,166
-10,834
-36% -$76.4K ﹤0.01% 1562
2024
Q1 		$219K Buy
30,000
+19,395
+183% +$154K ﹤0.01% 1483
2023
Q4 		$106K Sell
10,605
-310
-3% -$2.46K ﹤0.01% 1518
2023
Q3 		$87.2K Sell
10,915
-10,750
-50% -$94.5K ﹤0.01% 1492
2023
Q2 		$181K Buy
21,665
+6,780
+46% +$44.2K ﹤0.01% 1440
2023
Q1 		$90K Buy
14,885
+2,027
+16% +$12.3K ﹤0.01% 1281
2022
Q4 		$59K Sell
12,858
-71
-0.5% -$352 ﹤0.01% 1010
2022
Q3 		$63K Sell
12,929
-519
-4% -$3.28K ﹤0.01% 930
2022
Q2 		$71K Buy
+13,448
New +$90.9K ﹤0.01% 949

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 $3.37T AUM 44.26% 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

Integrated Wealth Concepts's SOFI Position: Q2 2026 in Review

Integrated Wealth Concepts increased its SoFi Technologies (SOFI) stake by 0.16% in Q2 2026, buying an estimated $1.68K and bringing the position to 63,346 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1144.

Integrated Wealth Concepts first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.91M in Q3 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Integrated Wealth Concepts held 63,346 shares of SoFi Technologies worth $1.14M as of Q2 2026.
  • Integrated Wealth Concepts bought 99 SoFi Technologies shares in Q2 2026, an estimated $1.68K.
  • SoFi Technologies made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1144 holding.
  • Integrated Wealth Concepts first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's SoFi Technologies position peaked at $1.91M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.