MA
SOFI icon

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 		$59.2K Sell
3,300
-400
-11% -$6.78K ﹤0.01% 1377
2026
Q1 		$58.8K Buy
+3,700
New +$78K ﹤0.01% 1316

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

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.