Krilogy Financial’s SoFi Technologies SOFI Stock Holding History

Krilogy Financial’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	$803K	Buy	52,722 +6,224	+13%	+$110K	0.02%	482
2026 Q2	$834K	Buy	46,498 +6,714	+17%	+$114K	0.02%	451
2026 Q1	$757K	Buy	39,784 +22,128	+125%	+$466K	0.02%	449
2025 Q4	$456K	Sell	17,656 -1,060	-6%	-$29.5K	0.02%	590
2025 Q3	$563K	Buy	18,716 +7,419	+66%	+$176K	0.02%	493
2025 Q2	$206K	Buy	+11,297	New	+$149K	0.01%	250
2022 Q4	–	Sell	-10,417	Closed	-$51K	–	398
2022 Q3	$51K	Sell	10,417 -982	-9%	-$6.21K	0.01%	302
2022 Q2	$60K	Sell	11,399 -500	-4%	-$3.38K	0.01%	306
2022 Q1	$112K	Buy	+11,899	New	+$137K	0.01%	305

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Krilogy Financial's SOFI Position: Q3 2026 in Review

Krilogy Financial increased its SoFi Technologies (SOFI) stake by 13% in Q3 2026, buying an estimated $110K and bringing the position to 52,722 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #482.

Krilogy Financial first reported a position in SOFI in Q1 2022 and has held it in 9 quarters since. The position peaked at $834K in Q2 2026. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Krilogy Financial held 52,722 shares of SoFi Technologies worth $803K as of Q3 2026.
Krilogy Financial bought 6,224 SoFi Technologies shares in Q3 2026, an estimated $110K.
SoFi Technologies made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #482 holding.
Krilogy Financial first reported a position in SoFi Technologies in Q1 2022 and has held it in 9 quarters since.
Krilogy Financial's SoFi Technologies position peaked at $834K in Q2 2026.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.