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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kestra Advisory Services's SOFI Position: Q2 2026 in Review

Kestra Advisory Services increased its SoFi Technologies (SOFI) stake by 2.9% in Q2 2026, buying an estimated $105K and bringing the position to 219,568 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #976.

Kestra Advisory Services first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.36M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Kestra Advisory Services held 219,568 shares of SoFi Technologies worth $3.94M as of Q2 2026.
Kestra Advisory Services bought 6,201 SoFi Technologies shares in Q2 2026, an estimated $105K.
SoFi Technologies made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #976 holding.
Kestra Advisory Services first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
Kestra Advisory Services's SoFi Technologies position peaked at $5.36M in Q4 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.