NWM
SOFI icon

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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return