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Medallion Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Medallion Wealth 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 		$6.08K Hold
339
– – ﹤0.01% 827
2026
Q1 		$5.38K Hold
339
– – ﹤0.01% 858
2025
Q4 		$8.88K Hold
339
– – ﹤0.01% 765
2025
Q3 		$8.96K Hold
339
– – ﹤0.01% 763
2025
Q2 		$5.98K Hold
339
– – ﹤0.01% 807
2025
Q1 		$4.04K Hold
339
– – ﹤0.01% 824
2024
Q4 		$5.22K Buy
+339
New +$4.4K ﹤0.01% 743

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

Medallion Wealth Advisors's SOFI Position: Q2 2026 in Review

Medallion Wealth Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 339 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Medallion Wealth Advisors first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.96K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Medallion Wealth Advisors held 339 shares of SoFi Technologies worth $6.08K as of Q2 2026.
  • Medallion Wealth Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #827 holding.
  • Medallion Wealth Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's SoFi Technologies position peaked at $8.96K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.