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Kingswood Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Kingswood Wealth 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 		$305K Sell
16,990
-5,836
-26% -$98.9K 0.01% 768
2026
Q1 		$362K Buy
22,826
+2,663
+13% +$56.1K 0.02% 648
2025
Q4 		$528K Buy
20,163
+11,848
+142% +$330K 0.03% 506
2025
Q3 		$220K Buy
+8,315
New +$197K 0.01% 737

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's SOFI Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its SoFi Technologies (SOFI) stake by 26% in Q2 2026, selling an estimated $98.9K and leaving 16,990 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #768.

Kingswood Wealth Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $528K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Kingswood Wealth Advisors held 16,990 shares of SoFi Technologies worth $305K as of Q2 2026.
  • Kingswood Wealth Advisors sold 5,836 SoFi Technologies shares in Q2 2026, an estimated $98.9K.
  • SoFi Technologies made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #768 holding.
  • Kingswood Wealth Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's SoFi Technologies position peaked at $528K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.