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Moneta Group Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Moneta Group Investment 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 		$256K Buy
14,256
+3,710
+35% +$62.9K ﹤0.01% 736
2026
Q1 		$167K Buy
+10,546
New +$222K ﹤0.01% 777
2024
Q4 		– Sell
-12,348
Closed -$97.1K – 693
2024
Q3 		$97.1K Buy
+12,348
New +$89.8K ﹤0.01% 634
2024
Q2 		– Sell
-10,652
Closed -$77.8K – 628
2024
Q1 		$77.8K Sell
10,652
-640
-6% -$5.08K ﹤0.01% 589
2023
Q4 		$112K Buy
11,292
+84
+0.7% +$668 ﹤0.01% 541
2023
Q3 		$89.6K Sell
11,208
-96
-0.8% -$844 ﹤0.01% 506
2023
Q2 		$94.3K Buy
11,304
+910
+9% +$5.93K ﹤0.01% 527
2023
Q1 		$63.1K Buy
10,394
+2,244
+28% +$13.6K ﹤0.01% 522
2022
Q4 		$56.5K Buy
+8,150
New +$40.4K ﹤0.01% 447

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

Moneta Group Investment Advisors's SOFI Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its SoFi Technologies (SOFI) stake by 35% in Q2 2026, buying an estimated $62.9K and bringing the position to 14,256 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Moneta Group Investment Advisors first reported a position in SOFI in Q4 2022 and has held it in 9 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Moneta Group Investment Advisors held 14,256 shares of SoFi Technologies worth $256K as of Q2 2026.
  • Moneta Group Investment Advisors bought 3,710 SoFi Technologies shares in Q2 2026, an estimated $62.9K.
  • SoFi Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #736 holding.
  • Moneta Group Investment Advisors first reported a position in SoFi Technologies in Q4 2022 and has held it in 9 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.