N.E.W. Advisory Services’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
N.E.W. Advisory Services's SOFI Position: Q2 2026 in Review
N.E.W. Advisory Services increased its SoFi Technologies (SOFI) stake by 0.38% in Q2 2026, buying an estimated $1.34K and bringing the position to 20,837 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #171.
N.E.W. Advisory Services first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- N.E.W. Advisory Services held 20,837 shares of SoFi Technologies worth $374K as of Q2 2026.
- N.E.W. Advisory Services bought 79 SoFi Technologies shares in Q2 2026, an estimated $1.34K.
- SoFi Technologies made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #171 holding.
- N.E.W. Advisory Services first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
- 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.