Kestra Advisory Services
SOFI icon

Kestra Advisory Services’s SoFi Technologies SOFI Stock Holding History

Kestra Advisory Services’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 		$3.55M Buy
225,968
+6,400
+3% +$113K 0.01% 1084
2026
Q2 		$3.94M Buy
219,568
+6,201
+3% +$105K 0.01% 976
2026
Q1 		$3.39M Buy
213,367
+8,738
+4% +$184K 0.01% 996
2025
Q4 		$5.36M Buy
204,629
+5,308
+3% +$148K 0.02% 699
2025
Q3 		$5.27M Buy
199,321
+32,359
+19% +$768K 0.02% 653
2025
Q2 		$3.04M Buy
166,962
+16,419
+11% +$217K 0.01% 861
2025
Q1 		$1.75M Sell
150,543
-5,985
-4% -$86.3K 0.01% 1048
2024
Q4 		$2.41M Buy
156,528
+41,266
+36% +$536K 0.01% 906
2024
Q3 		$906K Buy
115,262
+13,361
+13% +$97.1K 0.01% 1383
2024
Q2 		$674K Buy
101,901
+12,328
+14% +$86.9K ﹤0.01% 1585
2024
Q1 		$654K Buy
89,573
+18,647
+26% +$148K ﹤0.01% 1492
2023
Q4 		$706K Buy
70,926
+12,676
+22% +$101K 0.01% 1317
2023
Q3 		$465K Sell
58,250
-4,778
-8% -$42K ﹤0.01% 1408
2023
Q2 		$526K Buy
63,028
+9,445
+18% +$61.6K 0.01% 1296
2023
Q1 		$325K Sell
53,583
-8,225
-13% -$49.9K ﹤0.01% 1515
2022
Q4 		$285K Sell
61,808
-10,067
-14% -$49.9K ﹤0.01% 1780
2022
Q3 		$351K Buy
71,875
+3,393
+5% +$21.5K ﹤0.01% 1519
2022
Q2 		$361K Sell
68,482
-8,425
-11% -$56.9K ﹤0.01% 1510
2022
Q1 		$727K Buy
76,907
+21,327
+38% +$245K 0.01% 1093
2021
Q4 		$879K Buy
55,580
+42,075
+312% +$772K 0.01% 1040
2021
Q3 		$214K Buy
13,505
+1,990
+17% +$31.2K ﹤0.01% 1938
2021
Q2 		$221K Buy
+11,515
New +$213K ﹤0.01% 1799

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Kestra Advisory Services's SOFI Position: Q3 2026 in Review

Kestra Advisory Services increased its SoFi Technologies (SOFI) stake by 2.9% in Q3 2026, buying an estimated $113K and bringing the position to 225,968 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #1084.

Kestra Advisory Services first reported a position in SOFI in Q2 2021 and has held it in 22 quarters since. The position peaked at $5.36M in Q4 2025. 565 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Kestra Advisory Services held 225,968 shares of SoFi Technologies worth $3.55M as of Q3 2026.
  • Kestra Advisory Services bought 6,400 SoFi Technologies shares in Q3 2026, an estimated $113K.
  • SoFi Technologies made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1084 holding.
  • Kestra Advisory Services first reported a position in SoFi Technologies in Q2 2021 and has held it in 22 quarters since.
  • Kestra Advisory Services's SoFi Technologies position peaked at $5.36M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.