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Merit Financial Group’s SoFi Technologies SOFI Stock Holding History

Merit Financial 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
Q2 		$14.3K Buy
+800
New +$13.6K ﹤0.01% 2344

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Merit Financial Group's SOFI Position: Q2 2026 in Review

Merit Financial Group reduced its SoFi Technologies (SOFI) stake by 5.3% in Q2 2026, selling an estimated $52.5K and leaving 55,304 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #1079.

Merit Financial Group first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2025. 140 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Merit Financial Group held 55,304 shares of SoFi Technologies worth $992K as of Q2 2026.
  • Merit Financial Group sold 3,100 SoFi Technologies shares in Q2 2026, an estimated $52.5K.
  • SoFi Technologies made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1079 holding.
  • Merit Financial Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • Merit Financial Group's SoFi Technologies position peaked at $1.75M in Q3 2025.
  • 140 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.