NewEdge Wealth’s SoFi Technologies SOFI Stock Holding History

NewEdge Wealth’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	$397K	Buy	+22,154	New	+$375K	﹤0.01%	930
2026 Q1	–	Sell	-12,362	Closed	-$324K	–	1267
2025 Q4	$324K	Buy	12,362 +1,269	+11%	+$35.4K	﹤0.01%	998
2025 Q3	$334K	Buy	+11,093	New	+$263K	﹤0.01%	849
2022 Q2	–	Sell	-47,000	Closed	-$444K	–	577
2022 Q1	$444K	Hold	47,000	–	–	0.02%	317
2021 Q4	$743K	Buy	+47,000	New	+$863K	0.03%	255

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

NewEdge Wealth's SOFI Position: Q2 2026 in Review

NewEdge Wealth opened a new position in SoFi Technologies (SOFI) in Q2 2026: 22,154 shares worth $397K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in SOFI as recently as Q4 2025.

NewEdge Wealth first reported a position in SOFI in Q4 2021 and has held it in 5 quarters since. The position peaked at $743K in Q4 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

NewEdge Wealth held 22,154 shares of SoFi Technologies worth $397K as of Q2 2026.
SoFi Technologies was a new NewEdge Wealth position in Q2 2026.
SoFi Technologies made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #930 holding.
NewEdge Wealth first reported a position in SoFi Technologies in Q4 2021 and has held it in 5 quarters since.
NewEdge Wealth's SoFi Technologies position peaked at $743K in Q4 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.