Key Client Fiduciary Advisors’s SoFi Technologies SOFI Stock Holding History

Key Client Fiduciary 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	$255K	Buy	14,224 +513	+4%	+$8.69K	0.07%	189
2026 Q1	$218K	Sell	13,711 -1,457	-10%	-$30.7K	0.07%	192
2025 Q4	$397K	Buy	15,168 +1,067	+8%	+$29.7K	0.14%	132
2025 Q3	$373K	Buy	14,101 +419	+3%	+$9.94K	0.12%	142
2025 Q2	$249K	Sell	13,682 -410	-3%	-$5.41K	0.1%	169
2025 Q1	$164K	Buy	14,092 +1,445	+11%	+$20.8K	0.07%	183
2024 Q4	$195K	Buy	+12,647	New	+$164K	0.09%	184

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

Key Client Fiduciary Advisors's SOFI Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its SoFi Technologies (SOFI) stake by 3.7% in Q2 2026, buying an estimated $8.69K and bringing the position to 14,224 shares worth $255K. The position accounts for 0.07% of the portfolio, ranked #189.

Key Client Fiduciary Advisors first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $397K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Key Client Fiduciary Advisors held 14,224 shares of SoFi Technologies worth $255K as of Q2 2026.
Key Client Fiduciary Advisors bought 513 SoFi Technologies shares in Q2 2026, an estimated $8.69K.
SoFi Technologies made up 0.07% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #189 holding.
Key Client Fiduciary Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Key Client Fiduciary Advisors's SoFi Technologies position peaked at $397K in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.