LWM
SOFI icon

Lodestone Wealth Management’s SoFi Technologies SOFI Stock Holding History

Lodestone Wealth Management’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 		$194K Buy
10,831
+5,053
+87% +$85.6K 0.07% 182
2026
Q1 		$91.8K Buy
5,778
+936
+19% +$19.7K 0.04% 230
2025
Q4 		$127K Buy
+4,842
New +$135K 0.05% 202

Other funds holding SOFI

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lodestone Wealth Management's SOFI Position: Q2 2026 in Review

Lodestone Wealth Management increased its SoFi Technologies (SOFI) stake by 87% in Q2 2026, buying an estimated $85.6K and bringing the position to 10,831 shares worth $194K. The position accounts for 0.07% of the portfolio, ranked #182.

Lodestone Wealth Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Lodestone Wealth Management held 10,831 shares of SoFi Technologies worth $194K as of Q2 2026.
  • Lodestone Wealth Management bought 5,053 SoFi Technologies shares in Q2 2026, an estimated $85.6K.
  • SoFi Technologies made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Lodestone Wealth Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.