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Intrua Financial’s SoFi Technologies SOFI Stock Holding History

Intrua Financial’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 		$319K Buy
17,765
+2,768
+18% +$46.9K 0.03% 379
2026
Q1 		$238K Buy
14,997
+3,925
+35% +$82.7K 0.02% 412
2025
Q4 		$290K Buy
11,072
+3,005
+37% +$83.7K 0.03% 370
2025
Q3 		$213K Buy
+8,067
New +$191K 0.02% 428
2024
Q2 		– Sell
-10,167
Closed -$74.2K – 429
2024
Q1 		$74.2K Sell
10,167
-8,750
-46% -$69.5K 0.01% 411
2023
Q4 		$188K Buy
+18,917
New +$150K 0.03% 389

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Intrua Financial's SOFI Position: Q2 2026 in Review

Intrua Financial increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $46.9K and bringing the position to 17,765 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #379.

Intrua Financial first reported a position in SOFI in Q4 2023 and has held it in 6 quarters since. 403 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Intrua Financial held 17,765 shares of SoFi Technologies worth $319K as of Q2 2026.
  • Intrua Financial bought 2,768 SoFi Technologies shares in Q2 2026, an estimated $46.9K.
  • SoFi Technologies made up 0.03% of Intrua Financial's portfolio in Q2 2026, its #379 holding.
  • Intrua Financial first reported a position in SoFi Technologies in Q4 2023 and has held it in 6 quarters since.
  • 403 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.