Investment Research & Advisory Group’s SoFi Technologies SOFI Stock Holding History

Investment Research & Advisory Group’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	$111K	Buy	6,197 +450	+8%	+$7.62K	0.03%	101
2026 Q1	$91.3K	Buy	5,747 +729	+15%	+$15.4K	0.03%	98
2025 Q4	$132K	Buy	5,018 +19	+0.4%	+$529	0.04%	84
2025 Q3	$132K	Buy	4,999 +4,563	+1,047%	+$108K	0.04%	85
2025 Q2	$7.94K	Hold	436	–	–	﹤0.01%	179
2025 Q1	$5.07K	Buy	436 +69	+19%	+$994	﹤0.01%	193
2024 Q4	$5.65K	Buy	367 +27	+8%	+$351	﹤0.01%	170
2024 Q3	$2.67K	Hold	340	–	–	﹤0.01%	180
2024 Q2	$2.25K	Hold	340	–	–	﹤0.01%	180
2024 Q1	$2.48K	Sell	340 -400	-54%	-$3.18K	﹤0.01%	181
2023 Q4	$7.36K	Buy	740 +260	+54%	+$2.07K	﹤0.01%	155
2023 Q3	$3.83K	Hold	480	–	–	﹤0.01%	176
2023 Q2	$4K	Buy	480 +32	+7%	+$209	﹤0.01%	185
2023 Q1	$2.72K	Hold	448	–	–	﹤0.01%	170
2022 Q4	$2.06K	Buy	+448	New	+$2.22K	﹤0.01%	172

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

Investment Research & Advisory Group's SOFI Position: Q2 2026 in Review

Investment Research & Advisory Group increased its SoFi Technologies (SOFI) stake by 7.8% in Q2 2026, buying an estimated $7.62K and bringing the position to 6,197 shares worth $111K. The position accounts for 0.03% of the portfolio, ranked #101.

Investment Research & Advisory Group first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $132K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Investment Research & Advisory Group held 6,197 shares of SoFi Technologies worth $111K as of Q2 2026.
Investment Research & Advisory Group bought 450 SoFi Technologies shares in Q2 2026, an estimated $7.62K.
SoFi Technologies made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #101 holding.
Investment Research & Advisory Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
Investment Research & Advisory Group's SoFi Technologies position peaked at $132K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.