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Meeder Advisory Services’s SoFi Technologies SOFI Stock Holding History

Meeder Advisory Services’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 		$473K Sell
26,367
-6,556
-20% -$111K 0.02% 441
2026
Q1 		$523K Buy
32,923
+7,316
+29% +$154K 0.02% 387
2025
Q4 		$670K Buy
25,607
+3,352
+15% +$93.4K 0.03% 342
2025
Q3 		$588K Buy
22,255
+1,330
+6% +$31.6K 0.03% 358
2025
Q2 		$381K Buy
20,925
+851
+4% +$11.2K 0.02% 433
2025
Q1 		$233K Buy
20,074
+3,525
+21% +$50.8K 0.01% 512
2024
Q4 		$255K Buy
16,549
+5,697
+52% +$74K 0.02% 485
2024
Q3 		$85.3K Buy
+10,852
New +$78.9K 0.01% 548

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 $3.38T AUM 44.17% 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

Meeder Advisory Services's SOFI Position: Q2 2026 in Review

Meeder Advisory Services reduced its SoFi Technologies (SOFI) stake by 20% in Q2 2026, selling an estimated $111K and leaving 26,367 shares worth $473K. The position accounts for 0.02% of the portfolio, ranked #441.

Meeder Advisory Services first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $670K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Meeder Advisory Services held 26,367 shares of SoFi Technologies worth $473K as of Q2 2026.
  • Meeder Advisory Services sold 6,556 SoFi Technologies shares in Q2 2026, an estimated $111K.
  • SoFi Technologies made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #441 holding.
  • Meeder Advisory Services first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Meeder Advisory Services's SoFi Technologies position peaked at $670K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.