Mayfair Advisory Group
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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
Q3 		$339K Buy
21,593
+5
+0% +$88 0.1% 136
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mayfair Advisory Group's SOFI Position: Q3 2026 in Review

Mayfair Advisory Group increased its SoFi Technologies (SOFI) stake by 0.02% in Q3 2026, buying an estimated $88 and bringing the position to 21,593 shares worth $339K. The position accounts for 0.1% of the portfolio, ranked #136.

Mayfair Advisory Group first reported a position in SOFI in Q3 2024 and has held it in 9 quarters since. The position peaked at $461K in Q4 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Mayfair Advisory Group held 21,593 shares of SoFi Technologies worth $339K as of Q3 2026.
  • Mayfair Advisory Group bought 5 SoFi Technologies shares in Q3 2026, an estimated $88.
  • SoFi Technologies made up 0.1% of Mayfair Advisory Group's portfolio in Q3 2026, its #136 holding.
  • Mayfair Advisory Group first reported a position in SoFi Technologies in Q3 2024 and has held it in 9 quarters since.
  • Mayfair Advisory Group's SoFi Technologies position peaked at $461K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.