Legacy Wealth Management (Idaho)’s SoFi Technologies SOFI Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-3,002	Closed	-$47.7K	–	832
2026 Q1	$47.7K	Sell	3,002 -700	-19%	-$14.8K	0.02%	270
2025 Q4	$96.9K	Hold	3,702	–	–	0.05%	152
2025 Q3	$97.8K	Buy	3,702 +378	+11%	+$8.97K	0.04%	127
2025 Q2	$60.5K	Buy	3,324 +80	+2%	+$1.05K	0.03%	142
2025 Q1	$37.7K	Hold	3,244	–	–	0.03%	168
2024 Q4	$48.4K	Buy	3,244 +1,744	+116%	+$22.7K	0.03%	125
2024 Q3	$20.3K	Buy	+1,500	New	+$10.9K	0.01%	220

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 $3.38T AUM 44.17% 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

Legacy Wealth Management (Idaho)'s SOFI Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 3,002 shares — an estimated $47.7K sold.

Legacy Wealth Management (Idaho) first reported a position in SOFI in Q3 2024 and held it in 7 quarters. The position peaked at $97.8K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 3,002 SoFi Technologies shares in Q2 2026, an estimated $47.7K.
Legacy Wealth Management (Idaho) first reported a position in SoFi Technologies in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s SoFi Technologies position peaked at $97.8K in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.