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LifeSteps Financial’s SoFi Technologies SOFI Stock Holding History

LifeSteps 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
Q2 		$3.33K Buy
+186
New +$3.15K ﹤0.01% 600

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LifeSteps Financial's SOFI Position: Q2 2026 in Review

LifeSteps Financial opened a new position in SoFi Technologies (SOFI) in Q2 2026: 186 shares worth $3.33K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings.

345 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • LifeSteps Financial held 186 shares of SoFi Technologies worth $3.33K as of Q2 2026.
  • SoFi Technologies was a new LifeSteps Financial position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #600 holding.
  • 345 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.