Mather Group
SOFI icon

Mather Group’s SoFi Technologies SOFI Stock Holding History

Mather Group’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 		$13.4K Buy
854
+454
+114% +$7.99K ﹤0.01% 1564
2026
Q2 		$7.17K Hold
400
– – ﹤0.01% 1562
2026
Q1 		$6.35K Buy
+400
New +$8.43K ﹤0.01% 1534
2024
Q3 		– Sell
-95
Closed -$694 – 2138
2024
Q2 		$694 Buy
95
+82
+631% +$578 ﹤0.01% 2036
2024
Q1 		$129 Buy
+13
New +$103 ﹤0.01% 1731

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Mather Group's SOFI Position: Q3 2026 in Review

Mather Group increased its SoFi Technologies (SOFI) stake by 114% in Q3 2026, buying an estimated $7.99K and bringing the position to 854 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Mather Group first reported a position in SOFI in Q1 2024 and has held it in 5 quarters since. 199 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Mather Group held 854 shares of SoFi Technologies worth $13.4K as of Q3 2026.
  • Mather Group bought 454 SoFi Technologies shares in Q3 2026, an estimated $7.99K.
  • SoFi Technologies made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1564 holding.
  • Mather Group first reported a position in SoFi Technologies in Q1 2024 and has held it in 5 quarters since.
  • 199 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.