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JFS Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

JFS Wealth 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 		$12.5K Buy
696
+168
+32% +$2.85K ﹤0.01% 918
2026
Q1 		$8.38K Sell
528
-190
-26% -$4K ﹤0.01% 1017
2025
Q4 		$18.8K Buy
718
+242
+51% +$6.74K ﹤0.01% 762
2025
Q3 		$12.6K Hold
476
– – ﹤0.01% 830
2025
Q2 		$8.67K Sell
476
-220
-32% -$2.9K ﹤0.01% 909
2025
Q1 		$8.1K Buy
696
+286
+70% +$4.12K ﹤0.01% 949
2024
Q4 		$6.31K Buy
410
+26
+7% +$338 ﹤0.01% 1029
2024
Q3 		$3.02K Buy
+384
New +$2.79K ﹤0.01% 1313

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

JFS Wealth Advisors's SOFI Position: Q2 2026 in Review

JFS Wealth Advisors increased its SoFi Technologies (SOFI) stake by 32% in Q2 2026, buying an estimated $2.85K and bringing the position to 696 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

JFS Wealth Advisors first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.8K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • JFS Wealth Advisors held 696 shares of SoFi Technologies worth $12.5K as of Q2 2026.
  • JFS Wealth Advisors bought 168 SoFi Technologies shares in Q2 2026, an estimated $2.85K.
  • SoFi Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #918 holding.
  • JFS Wealth Advisors first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • JFS Wealth Advisors's SoFi Technologies position peaked at $18.8K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.