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SOFI icon

NewEdge Advisors’s SoFi Technologies SOFI Stock Holding History

NewEdge 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 		$9.97M Buy
555,799
+153,164
+38% +$2.59M 0.03% 514
2026
Q1 		$5.6M Buy
402,635
+79,819
+25% +$1.68M 0.02% 644
2025
Q4 		$8.45M Sell
322,816
-5,224
-2% -$146K 0.03% 488
2025
Q3 		$8.11M Buy
328,040
+41,753
+15% +$991K 0.04% 457
2025
Q2 		$5.21M Buy
286,287
+90,927
+47% +$1.2M 0.03% 555
2025
Q1 		$2.27M Buy
195,360
+31,360
+19% +$452K 0.01% 803
2024
Q4 		$2.53M Sell
164,000
-75,094
-31% -$975K 0.02% 737
2024
Q3 		$1.88M Sell
239,094
-183,105
-43% -$1.33M 0.01% 819
2024
Q2 		$2.79M Buy
422,199
+102,973
+32% +$726K 0.02% 631
2024
Q1 		$2.33M Sell
319,226
-10,878
-3% -$86.4K 0.02% 638
2023
Q4 		$3.08M Buy
330,104
+5,709
+2% +$45.4K 0.03% 501
2023
Q3 		$2.59M Sell
324,395
-4,129
-1% -$36.3K 0.03% 515
2023
Q2 		$2.74M Buy
328,524
+213,934
+187% +$1.39M 0.03% 485
2023
Q1 		$696K Buy
114,590
+84,124
+276% +$510K 0.01% 966
2022
Q4 		$31.8K Buy
30,466
+3,471
+13% +$17.2K ﹤0.01% 1934
2022
Q3 		$132K Sell
26,995
-3,659
-12% -$23.1K ﹤0.01% 1416
2022
Q2 		$162K Buy
+30,654
New +$207K ﹤0.01% 1421
2022
Q1 		– Sell
-29,258
Closed -$463K – 1572
2021
Q4 		$463K Sell
29,258
-2,798
-9% -$51.4K 0.01% 1115
2021
Q3 		$509K Sell
32,056
-1,310
-4% -$20.5K 0.01% 742
2021
Q2 		$640K Buy
33,366
+20,702
+163% +$384K 0.02% 665
2021
Q1 		$217K Buy
+12,664
New +$250K 0.01% 918

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

NewEdge Advisors's SOFI Position: Q2 2026 in Review

NewEdge Advisors increased its SoFi Technologies (SOFI) stake by 38% in Q2 2026, buying an estimated $2.59M and bringing the position to 555,799 shares worth $9.97M. The position accounts for 0.03% of the portfolio, ranked #514.

NewEdge Advisors first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. 748 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • NewEdge Advisors held 555,799 shares of SoFi Technologies worth $9.97M as of Q2 2026.
  • NewEdge Advisors bought 153,164 SoFi Technologies shares in Q2 2026, an estimated $2.59M.
  • SoFi Technologies made up 0.03% of NewEdge Advisors's portfolio in Q2 2026, its #514 holding.
  • NewEdge Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • 748 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.