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Investors Research Corp’s SoFi Technologies SOFI Stock Holding History

Investors Research Corp’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 		$833 Hold
53
– – ﹤0.01% 721
2026
Q2 		$950 Hold
53
– – ﹤0.01% 737
2026
Q1 		$842 Buy
+53
New +$1.12K ﹤0.01% 776

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Investors Research Corp's SOFI Position: Q3 2026 in Review

Investors Research Corp held its SoFi Technologies (SOFI) position steady in Q3 2026 at 53 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Investors Research Corp first reported a position in SOFI in Q1 2026 and has held it in 3 quarters since. The position peaked at $950 in Q2 2026. 29 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Investors Research Corp held 53 shares of SoFi Technologies worth $833 as of Q3 2026.
  • Investors Research Corp left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #721 holding.
  • Investors Research Corp first reported a position in SoFi Technologies in Q1 2026 and has held it in 3 quarters since.
  • Investors Research Corp's SoFi Technologies position peaked at $950 in Q2 2026.
  • 29 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.