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Mayfair Advisory Group’s SoFi Technologies SOFI Stock Holding History

Mayfair Advisory 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
Q2 		$355K Buy
21,588
+720
+3% +$12.2K 0.11% 137
2026
Q1 		$331K Buy
20,868
+4,090
+24% +$86.2K 0.12% 132
2025
Q4 		$461K Buy
16,778
+1,493
+10% +$41.6K 0.18% 98
2025
Q3 		$404K Hold
15,285
– – 0.17% 110
2025
Q2 		$338K Sell
15,285
-400
-3% -$5.28K 0.16% 118
2025
Q1 		$182K Buy
15,685
+3,050
+24% +$44K 0.11% 157
2024
Q4 		$195K Buy
12,635
+450
+4% +$5.84K 0.11% 157
2024
Q3 		$102K Buy
+12,185
New +$88.6K 0.06% 154

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

Mayfair Advisory Group's SOFI Position: Q2 2026 in Review

Mayfair Advisory Group increased its SoFi Technologies (SOFI) stake by 3.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 21,588 shares worth $355K. The position accounts for 0.11% of the portfolio, ranked #137.

Mayfair Advisory Group first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $461K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Mayfair Advisory Group held 21,588 shares of SoFi Technologies worth $355K as of Q2 2026.
  • Mayfair Advisory Group bought 720 SoFi Technologies shares in Q2 2026, an estimated $12.2K.
  • SoFi Technologies made up 0.11% of Mayfair Advisory Group's portfolio in Q2 2026, its #137 holding.
  • Mayfair Advisory Group first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Mayfair Advisory Group's SoFi Technologies position peaked at $461K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.