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JNBA Financial Advisors’s SoFi Technologies SOFI Stock Holding History

JNBA Financial 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 		– Sell
-46
Closed -$731 – 887
2026
Q1 		$731 Hold
46
– – ﹤0.01% 794
2025
Q4 		$1.21K Hold
46
– – ﹤0.01% 731
2025
Q3 		$1.22K Buy
+46
New +$1.09K ﹤0.01% 617

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

JNBA Financial Advisors's SOFI Position: Q2 2026 in Review

JNBA Financial Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 46 shares — an estimated $731 sold.

JNBA Financial Advisors first reported a position in SOFI in Q3 2025 and held it in 3 quarters. The position peaked at $1.22K in Q3 2025. 470 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • JNBA Financial Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • JNBA Financial Advisors sold 46 SoFi Technologies shares in Q2 2026, an estimated $731.
  • JNBA Financial Advisors first reported a position in SoFi Technologies in Q3 2025 and held it in 3 quarters.
  • JNBA Financial Advisors's SoFi Technologies position peaked at $1.22K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.