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NVWM LLC’s SoFi Technologies SOFI Stock Holding History

NVWM LLC’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 		$475K Buy
30,206
+179
+0.6% +$3.15K 0.09% 176
2026
Q2 		$538K Buy
30,027
+2,093
+7% +$35.5K 0.11% 170
2026
Q1 		$444K Buy
27,934
+27,334
+4,556% +$576K 0.1% 179
2025
Q4 		$15.7K Hold
600
– – ﹤0.01% 291
2025
Q3 		$15.9K Hold
600
– – ﹤0.01% 300
2025
Q2 		$10.9K Hold
600
– – ﹤0.01% 311
2025
Q1 		$6.98K Hold
600
– – ﹤0.01% 302
2024
Q4 		$9.24K Hold
600
– – ﹤0.01% 299
2024
Q3 		$4.72K Hold
600
– – ﹤0.01% 323
2024
Q2 		$3.97K Hold
600
– – ﹤0.01% 327
2024
Q1 		$4.38K Hold
600
– – ﹤0.01% 319
2023
Q4 		$5.97K Hold
600
– – ﹤0.01% 326
2023
Q3 		$4.79K Hold
600
– – ﹤0.01% 352
2023
Q2 		$5K Buy
600
+100
+20% +$652 ﹤0.01% 371
2023
Q1 		$3.04K Hold
500
– – ﹤0.01% 379
2022
Q4 		$2.31K Hold
500
– – ﹤0.01% 374
2022
Q3 		$2K Buy
500
+100
+25% +$633 ﹤0.01% 395
2022
Q2 		$2K Sell
400
-1,922
-83% -$13K ﹤0.01% 420
2022
Q1 		$22K Sell
2,322
-1,000
-30% -$11.5K 0.01% 312
2021
Q4 		$53K Buy
3,322
+1,787
+116% +$32.8K 0.02% 263
2021
Q3 		$24K Buy
1,535
+400
+35% +$6.27K 0.01% 301
2021
Q2 		$22K Hold
1,135
– – 0.01% 288
2021
Q1 		$20K Buy
+1,135
New +$22.4K 0.01% 278

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return
CGH
CMG Global Holdings Plano, Texas $226M AUM 14.4% 1-Year Est. Return

NVWM LLC's SOFI Position: Q3 2026 in Review

NVWM LLC increased its SoFi Technologies (SOFI) stake by 0.6% in Q3 2026, buying an estimated $3.15K and bringing the position to 30,206 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #176.

NVWM LLC first reported a position in SOFI in Q1 2021 and has held it in 23 quarters since. The position peaked at $538K in Q2 2026. 93 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • NVWM LLC held 30,206 shares of SoFi Technologies worth $475K as of Q3 2026.
  • NVWM LLC bought 179 SoFi Technologies shares in Q3 2026, an estimated $3.15K.
  • SoFi Technologies made up 0.09% of NVWM LLC's portfolio in Q3 2026, its #176 holding.
  • NVWM LLC first reported a position in SoFi Technologies in Q1 2021 and has held it in 23 quarters since.
  • NVWM LLC's SoFi Technologies position peaked at $538K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.