Intentional Wealth Strategies’s SoFi Technologies SOFI Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-181	Closed	-$2.87K	–	773
2026 Q1	$2.87K	Buy	+181	New	+$3.81K	﹤0.01%	593

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Intentional Wealth Strategies's SOFI Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 181 shares — an estimated $2.87K sold.

Intentional Wealth Strategies first reported a position in SOFI in Q1 2026 and held it in 1 quarter. The position peaked at $2.87K in Q1 2026. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Intentional Wealth Strategies reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 181 SoFi Technologies shares in Q2 2026, an estimated $2.87K.
Intentional Wealth Strategies first reported a position in SoFi Technologies in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's SoFi Technologies position peaked at $2.87K in Q1 2026.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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