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

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return