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Northwest Wealth Management’s SoFi Technologies SOFI Stock Holding History

Northwest Wealth Management’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 		$282K Sell
15,723
-81
-0.5% -$1.37K 0.04% 204
2026
Q1 		$251K Sell
15,804
-32
-0.2% -$675 0.04% 207
2025
Q4 		$415K Buy
15,836
+2
+0% +$56 0.07% 140
2025
Q3 		$418K Buy
15,834
+59
+0.4% +$1.4K 0.07% 122
2025
Q2 		$287K Sell
15,775
-125
-0.8% -$1.65K 0.05% 150
2025
Q1 		$185K Buy
15,900
+301
+2% +$4.34K 0.04% 183
2024
Q4 		$240K Buy
15,599
+293
+2% +$3.81K 0.05% 146
2024
Q3 		$120K Buy
15,306
+306
+2% +$2.22K 0.03% 164
2024
Q2 		$99.2K Hold
15,000
– – 0.03% 165
2024
Q1 		$110K Buy
15,000
+5,000
+50% +$39.7K 0.03% 168
2023
Q4 		$99.5K Hold
10,000
– – 0.03% 159
2023
Q3 		$79.9K Buy
+10,000
New +$87.9K 0.03% 145

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

Northwest Wealth Management's SOFI Position: Q2 2026 in Review

Northwest Wealth Management reduced its SoFi Technologies (SOFI) stake by 0.51% in Q2 2026, selling an estimated $1.37K and leaving 15,723 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #204.

Northwest Wealth Management first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $418K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Northwest Wealth Management held 15,723 shares of SoFi Technologies worth $282K as of Q2 2026.
  • Northwest Wealth Management sold 81 SoFi Technologies shares in Q2 2026, an estimated $1.37K.
  • SoFi Technologies made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Northwest Wealth Management first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
  • Northwest Wealth Management's SoFi Technologies position peaked at $418K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.