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Mayflower Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Mayflower Financial Advisors’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 		$444K Sell
24,790
-4,412
-15% -$74.8K 0.04% 305
2026
Q1 		$464K Buy
29,202
+653
+2% +$13.8K 0.06% 274
2025
Q4 		$747K Buy
28,549
+261
+0.9% +$7.27K 0.09% 192
2025
Q3 		$747K Sell
28,288
-2,127
-7% -$50.5K 0.09% 189
2025
Q2 		$554K Buy
30,415
+3,100
+11% +$40.9K 0.08% 225
2025
Q1 		$318K Buy
27,315
+13,750
+101% +$198K 0.05% 293
2024
Q4 		$209K Buy
+13,565
New +$176K 0.03% 368

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

Mayflower Financial Advisors's SOFI Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its SoFi Technologies (SOFI) stake by 15% in Q2 2026, selling an estimated $74.8K and leaving 24,790 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #305.

Mayflower Financial Advisors first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $747K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Mayflower Financial Advisors held 24,790 shares of SoFi Technologies worth $444K as of Q2 2026.
  • Mayflower Financial Advisors sold 4,412 SoFi Technologies shares in Q2 2026, an estimated $74.8K.
  • SoFi Technologies made up 0.04% of Mayflower Financial Advisors's portfolio in Q2 2026, its #305 holding.
  • Mayflower Financial Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Mayflower Financial Advisors's SoFi Technologies position peaked at $747K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.