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 Q3	$2.99M	Sell	190,476 -540	-0.3%	-$9.5K	2.17%	12
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

MFG Wealth Management's SOFI Position: Q3 2026 in Review

MFG Wealth Management reduced its SoFi Technologies (SOFI) stake by 0.28% in Q3 2026, selling an estimated $9.5K and leaving 190,476 shares worth $2.99M. The position accounts for 2.17% of the portfolio, ranked #12.

MFG Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q2 2026. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

MFG Wealth Management held 190,476 shares of SoFi Technologies worth $2.99M as of Q3 2026.
MFG Wealth Management sold 540 SoFi Technologies shares in Q3 2026, an estimated $9.5K.
SoFi Technologies made up 2.17% of MFG Wealth Management's portfolio in Q3 2026, its #12 holding.
MFG Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 8 quarters since.
MFG Wealth Management's SoFi Technologies position peaked at $3.42M in Q2 2026.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.