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 Q3	$2.35M	Sell	149,322 -4,015	-3%	-$70.7K	0.27%	38
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Intellus Advisors's SOFI Position: Q3 2026 in Review

Intellus Advisors reduced its SoFi Technologies (SOFI) stake by 2.6% in Q3 2026, selling an estimated $70.7K and leaving 149,322 shares worth $2.35M. The position accounts for 0.27% of the portfolio, ranked #38.

Intellus Advisors first reported a position in SOFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.48M in Q3 2025. 768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Intellus Advisors held 149,322 shares of SoFi Technologies worth $2.35M as of Q3 2026.
Intellus Advisors sold 4,015 SoFi Technologies shares in Q3 2026, an estimated $70.7K.
SoFi Technologies made up 0.27% of Intellus Advisors's portfolio in Q3 2026, its #38 holding.
Intellus Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 8 quarters since.
Intellus Advisors's SoFi Technologies position peaked at $3.48M in Q3 2025.
768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Intellus Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.