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Meridian Wealth Management’s SoFi Technologies SOFI Stock Holding History

Meridian Wealth Management’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 		$199K Sell
11,124
-5,924
-35% -$100K 0.01% 801
2026
Q1 		$271K Sell
17,048
-115,036
-87% -$2.42M 0.01% 664
2025
Q4 		$3.46M Buy
132,084
+33,817
+34% +$942K 0.12% 154
2025
Q3 		$2.6M Buy
+98,267
New +$2.33M 0.1% 183

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

Meridian Wealth Management's SOFI Position: Q2 2026 in Review

Meridian Wealth Management reduced its SoFi Technologies (SOFI) stake by 35% in Q2 2026, selling an estimated $100K and leaving 11,124 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #801.

Meridian Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.46M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Meridian Wealth Management held 11,124 shares of SoFi Technologies worth $199K as of Q2 2026.
  • Meridian Wealth Management sold 5,924 SoFi Technologies shares in Q2 2026, an estimated $100K.
  • SoFi Technologies made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #801 holding.
  • Meridian Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Meridian Wealth Management's SoFi Technologies position peaked at $3.46M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.