Mutual Advisors’s SoFi Technologies SOFI Stock Holding History

Mutual 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	$248K	Sell	13,829 -47,973	-78%	-$813K	﹤0.01%	1251
2026 Q1	$981K	Sell	61,802 -44,628	-42%	-$941K	0.02%	605
2025 Q4	$2.79M	Sell	106,430 -3,878	-4%	-$108K	0.06%	290
2025 Q3	$3.1M	Buy	110,308 +96,594	+704%	+$2.29M	0.07%	271
2025 Q2	$291K	Buy	13,714 +2,689	+24%	+$35.5K	0.01%	980
2025 Q1	$142K	Buy	+11,025	New	+$159K	﹤0.01%	1056

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

Mutual Advisors's SOFI Position: Q2 2026 in Review

Mutual Advisors reduced its SoFi Technologies (SOFI) stake by 78% in Q2 2026, selling an estimated $813K and leaving 13,829 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Mutual Advisors first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.1M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Mutual Advisors held 13,829 shares of SoFi Technologies worth $248K as of Q2 2026.
Mutual Advisors sold 47,973 SoFi Technologies shares in Q2 2026, an estimated $813K.
SoFi Technologies made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1251 holding.
Mutual Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
Mutual Advisors's SoFi Technologies position peaked at $3.1M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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