Maridea Wealth Management’s SoFi Technologies SOFI Stock Holding History

Maridea 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	–	Sell	-34,716	Closed	-$551K	–	587
2026 Q1	$551K	Buy	34,716 +24,509	+240%	+$517K	0.08%	237
2025 Q4	$267K	Buy	+10,207	New	+$284K	0.04%	345
2025 Q1	–	Sell	-52,096	Closed	-$802K	–	270
2024 Q4	$802K	Buy	+52,096	New	+$677K	0.26%	65

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 $3.37T AUM 44.26% 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

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

Maridea Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 34,716 shares — an estimated $551K sold.

Maridea Wealth Management first reported a position in SOFI in Q4 2024 and held it in 3 quarters. The position peaked at $802K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Maridea Wealth Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Maridea Wealth Management sold 34,716 SoFi Technologies shares in Q2 2026, an estimated $551K.
Maridea Wealth Management first reported a position in SoFi Technologies in Q4 2024 and held it in 3 quarters.
Maridea Wealth Management's SoFi Technologies position peaked at $802K in Q4 2024.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.