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MFG Wealth Management’s SoFi Technologies SOFI Stock Holding History

MFG 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 		$3.42M Buy
191,016
+11,917
+7% +$202K 2.45% 9
2026
Q1 		$2.84M Buy
179,099
+70,122
+64% +$1.48M 2.36% 10
2025
Q4 		$2.85M Sell
108,977
-799
-0.7% -$22.3K 2.22% 16
2025
Q3 		$2.9M Sell
109,776
-52,049
-32% -$1.24M 2.19% 14
2025
Q2 		$2.95M Buy
161,825
+5,548
+4% +$73.2K 2.48% 15
2025
Q1 		$1.82M Buy
156,277
+33,887
+28% +$488K 1.74% 28
2024
Q4 		$1.88M Buy
+122,390
New +$1.59M 1.73% 29

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

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

MFG Wealth Management increased its SoFi Technologies (SOFI) stake by 6.7% in Q2 2026, buying an estimated $202K and bringing the position to 191,016 shares worth $3.42M. The position accounts for 2.45% of the portfolio, ranked #9.

MFG Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • MFG Wealth Management held 191,016 shares of SoFi Technologies worth $3.42M as of Q2 2026.
  • MFG Wealth Management bought 11,917 SoFi Technologies shares in Q2 2026, an estimated $202K.
  • SoFi Technologies made up 2.45% of MFG Wealth Management's portfolio in Q2 2026, its #9 holding.
  • MFG Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.