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Noble Wealth Management PBC’s SoFi Technologies SOFI Stock Holding History

Noble Wealth Management PBC’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
Q3 		$3.14K Hold
200
– – ﹤0.01% 550
2026
Q2 		$3.59K Hold
200
– – ﹤0.01% 541
2026
Q1 		$3.18K Hold
200
– – ﹤0.01% 537
2025
Q4 		$5.24K Buy
+200
New +$5.57K ﹤0.01% 520

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Noble Wealth Management PBC's SOFI Position: Q3 2026 in Review

Noble Wealth Management PBC held its SoFi Technologies (SOFI) position steady in Q3 2026 at 200 shares worth $3.14K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Noble Wealth Management PBC first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.24K in Q4 2025. 31 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Noble Wealth Management PBC held 200 shares of SoFi Technologies worth $3.14K as of Q3 2026.
  • Noble Wealth Management PBC left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #550 holding.
  • Noble Wealth Management PBC first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • Noble Wealth Management PBC's SoFi Technologies position peaked at $5.24K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.