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Intellus Advisors’s SoFi Technologies SOFI Stock Holding History

Intellus Advisors’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 		$2.75M Buy
153,337
+18,300
+14% +$310K 0.33% 32
2026
Q1 		$2.14M Buy
135,037
+13,138
+11% +$277K 0.29% 37
2025
Q4 		$3.19M Sell
121,899
-9,707
-7% -$270K 0.42% 30
2025
Q3 		$3.48M Sell
131,606
-9,317
-7% -$221K 0.48% 30
2025
Q2 		$2.57M Buy
140,923
+15,490
+12% +$204K 0.38% 30
2025
Q1 		$1.46M Sell
125,433
-789
-0.6% -$11.4K 0.25% 37
2024
Q4 		$1.94M Buy
+126,222
New +$1.64M 0.34% 36

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

Intellus Advisors's SOFI Position: Q2 2026 in Review

Intellus Advisors increased its SoFi Technologies (SOFI) stake by 14% in Q2 2026, buying an estimated $310K and bringing the position to 153,337 shares worth $2.75M. The position accounts for 0.33% of the portfolio, ranked #32.

Intellus Advisors first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Intellus Advisors held 153,337 shares of SoFi Technologies worth $2.75M as of Q2 2026.
  • Intellus Advisors bought 18,300 SoFi Technologies shares in Q2 2026, an estimated $310K.
  • SoFi Technologies made up 0.33% of Intellus Advisors's portfolio in Q2 2026, its #32 holding.
  • Intellus Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Intellus Advisors's SoFi Technologies position peaked at $3.48M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Intellus Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.