JWCA
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J.W. Cole Advisors’s SoFi Technologies SOFI Stock Holding History

J.W. Cole 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
Q2 		$429K Buy
23,912
+835
+4% +$14.1K 0.01% 1092
2026
Q1 		$366K Buy
23,077
+1,047
+5% +$22.1K 0.01% 577
2025
Q4 		$536K Sell
22,030
-7,752
-26% -$216K 0.01% 874
2025
Q3 		$787K Buy
29,782
+6,496
+28% +$154K 0.02% 811
2025
Q2 		$424K Sell
23,286
-210
-0.9% -$2.77K 0.01% 978
2025
Q1 		$273K Buy
23,496
+11,454
+95% +$165K 0.01% 1016
2024
Q4 		$185K Buy
12,042
+378
+3% +$4.91K 0.01% 915
2024
Q3 		$91.7K Sell
11,664
-2,279
-16% -$16.6K ﹤0.01% 922
2024
Q2 		$92.2K Buy
13,943
+118
+0.9% +$832 ﹤0.01% 874
2024
Q1 		$101K Buy
13,825
+700
+5% +$5.56K 0.01% 858
2023
Q4 		$131K Sell
13,125
-2,775
-17% -$22.1K 0.01% 784
2023
Q3 		$127K Hold
15,900
– – 0.01% 705
2023
Q2 		$133K Buy
15,900
+750
+5% +$4.89K 0.01% 723
2023
Q1 		$92K Buy
15,150
+873
+6% +$5.29K 0.01% 756
2022
Q4 		$65.8K Sell
14,277
-223
-2% -$1.11K 0.01% 726
2022
Q3 		$71K Sell
14,500
-9,900
-41% -$62.6K 0.01% 702
2022
Q2 		$129K Buy
24,400
+1,900
+8% +$12.8K 0.01% 698
2022
Q1 		$213K Buy
22,500
+11,600
+106% +$133K 0.01% 728
2021
Q4 		$172K Buy
+10,900
New +$200K 0.01% 790

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

J.W. Cole Advisors's SOFI Position: Q2 2026 in Review

J.W. Cole Advisors increased its SoFi Technologies (SOFI) stake by 3.6% in Q2 2026, buying an estimated $14.1K and bringing the position to 23,912 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #1092.

J.W. Cole Advisors first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $787K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • J.W. Cole Advisors held 23,912 shares of SoFi Technologies worth $429K as of Q2 2026.
  • J.W. Cole Advisors bought 835 SoFi Technologies shares in Q2 2026, an estimated $14.1K.
  • SoFi Technologies made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1092 holding.
  • J.W. Cole Advisors first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • J.W. Cole Advisors's SoFi Technologies position peaked at $787K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.