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Nvest Wealth Strategies’s SoFi Technologies SOFI Stock Holding History

Nvest Wealth Strategies’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 		$1.79K Buy
+100
New +$1.69K ﹤0.01% 192

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Nvest Wealth Strategies's SOFI Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in SoFi Technologies (SOFI) in Q2 2026: 100 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings.

506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Nvest Wealth Strategies held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • SoFi Technologies was a new Nvest Wealth Strategies position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #192 holding.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.