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Kestra Private Wealth Services’s SoFi Technologies SOFI Stock Holding History

Kestra Private Wealth 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 		$1.83M Buy
102,300
+35,908
+54% +$608K 0.02% 632
2026
Q1 		$1.05M Sell
66,392
-3,512
-5% -$74K 0.01% 815
2025
Q4 		$1.83M Buy
69,904
+11,237
+19% +$313K 0.02% 574
2025
Q3 		$1.55M Sell
58,667
-9,709
-14% -$230K 0.02% 617
2025
Q2 		$1.25M Buy
68,376
+8,620
+14% +$114K 0.02% 658
2025
Q1 		$695K Buy
59,756
+42,575
+248% +$614K 0.01% 819
2024
Q4 		$265K Sell
17,181
-6,500
-27% -$84.4K ﹤0.01% 1181
2024
Q3 		$186K Sell
23,681
-2,350
-9% -$17.1K ﹤0.01% 1280
2024
Q2 		$172K Sell
26,031
-15,535
-37% -$110K ﹤0.01% 1250
2024
Q1 		$303K Sell
41,566
-4,397
-10% -$34.9K 0.01% 1007
2023
Q4 		$457K Buy
45,963
+1,974
+4% +$15.7K 0.01% 760
2023
Q3 		$351K Buy
43,989
+8,608
+24% +$75.7K 0.01% 797
2023
Q2 		$295K Buy
35,381
+2,045
+6% +$13.3K 0.01% 829
2023
Q1 		$202K Sell
33,336
-4,800
-13% -$29.1K 0.01% 928
2022
Q4 		$176K Sell
38,136
-7,000
-16% -$34.7K 0.01% 819
2022
Q3 		$220K Sell
45,136
-5,000
-10% -$31.6K 0.01% 753
2022
Q2 		$264K Sell
50,136
-9,200
-16% -$62.2K 0.02% 693
2022
Q1 		$561K Sell
59,336
-10,650
-15% -$122K 0.03% 534
2021
Q4 		$1.11M Sell
69,986
-20,150
-22% -$370K 0.05% 360
2021
Q3 		$1.43M Buy
90,136
+3,636
+4% +$57K 0.08% 275
2021
Q2 		$1.66M Buy
86,500
+4,900
+6% +$90.8K 0.1% 229
2021
Q1 		$1.4M Buy
+81,600
New +$1.61M 0.1% 230

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's SOFI Position: Q2 2026 in Review

Kestra Private Wealth Services increased its SoFi Technologies (SOFI) stake by 54% in Q2 2026, buying an estimated $608K and bringing the position to 102,300 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #632.

Kestra Private Wealth Services first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Kestra Private Wealth Services held 102,300 shares of SoFi Technologies worth $1.83M as of Q2 2026.
  • Kestra Private Wealth Services bought 35,908 SoFi Technologies shares in Q2 2026, an estimated $608K.
  • SoFi Technologies made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #632 holding.
  • Kestra Private Wealth Services first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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