MPWM Advisory Solutions’s SoFi Technologies SOFI Stock Holding History

MPWM Advisory Solutions’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	$1.43K	Hold	80	–	–	﹤0.01%	526
2026 Q1	$1.27K	Sell	80 -500	-86%	-$10.5K	﹤0.01%	528
2025 Q4	$15.2K	Buy	580 +500	+625%	+$13.9K	0.01%	279
2025 Q3	$2.11K	Hold	80	–	–	﹤0.01%	427
2025 Q2	$1.46K	Hold	80	–	–	﹤0.01%	465
2025 Q1	$930	Sell	80 -2,030	-96%	-$29.3K	﹤0.01%	540
2024 Q4	$32.5K	Buy	+2,110	New	+$27.4K	0.02%	195

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MPWM Advisory Solutions's SOFI Position: Q2 2026 in Review

MPWM Advisory Solutions held its SoFi Technologies (SOFI) position steady in Q2 2026 at 80 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

MPWM Advisory Solutions first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $32.5K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

MPWM Advisory Solutions held 80 shares of SoFi Technologies worth $1.43K as of Q2 2026.
MPWM Advisory Solutions left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #526 holding.
MPWM Advisory Solutions first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's SoFi Technologies position peaked at $32.5K in Q4 2024.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.