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Modus Advisors’s SoFi Technologies SOFI Stock Holding History

Modus Advisors’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 		– Sell
-19,471
Closed -$309K – 125
2026
Q1 		$309K Buy
19,471
+1,118
+6% +$23.6K 0.09% 100
2025
Q4 		$480K Buy
18,353
+7,045
+62% +$196K 0.13% 93
2025
Q3 		$299K Buy
+11,308
New +$268K 0.08% 106
2025
Q1 		– Sell
-6,039
Closed -$93K – 278
2024
Q4 		$93K Sell
6,039
-4,706
-44% -$61.1K 0.03% 125
2024
Q3 		$84.5K Sell
10,745
-625
-5% -$4.54K 0.03% 111
2024
Q2 		$75.2K Buy
11,370
+750
+7% +$5.29K 0.03% 104
2024
Q1 		$77.5K Buy
+10,620
New +$84.3K 0.03% 102

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

Modus Advisors's SOFI Position: Q2 2026 in Review

Modus Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 19,471 shares — an estimated $309K sold.

Modus Advisors first reported a position in SOFI in Q1 2024 and held it in 7 quarters. The position peaked at $480K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Modus Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Modus Advisors sold 19,471 SoFi Technologies shares in Q2 2026, an estimated $309K.
  • Modus Advisors first reported a position in SoFi Technologies in Q1 2024 and held it in 7 quarters.
  • Modus Advisors's SoFi Technologies position peaked at $480K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.