NWF Advisory Services’s SoFi Technologies SOFI Stock Holding History

NWF Advisory Services’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	–	Sell	-14,825	Closed	-$266K	–	475
2026 Q2	$266K	Buy	+14,825	New	+$251K	0.03%	332
2025 Q3	–	Sell	-16,864	Closed	-$307K	–	453
2025 Q2	$307K	Sell	16,864 -1,236	-7%	-$16.3K	0.04%	291
2025 Q1	$211K	Buy	+18,100	New	+$261K	0.03%	316
2024 Q4	–	Sell	-19,412	Closed	-$153K	–	404
2024 Q3	$153K	Hold	19,412	–	–	0.02%	318
2024 Q2	$128K	Hold	19,412	–	–	0.02%	297
2024 Q1	$142K	Hold	19,412	–	–	0.02%	300
2023 Q4	$193K	Buy	19,412 +734	+4%	+$5.83K	0.04%	258
2023 Q3	$149K	Hold	18,678	–	–	0.04%	254
2023 Q2	$156K	Hold	18,678	–	–	0.04%	250
2023 Q1	$156K	Buy	+18,678	New	+$113K	0.04%	249

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

NWF Advisory Services's SOFI Position: Q3 2026 in Review

NWF Advisory Services sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 14,825 shares — an estimated $266K sold.

NWF Advisory Services first reported a position in SOFI in Q1 2023 and held it in 10 quarters. The position peaked at $307K in Q2 2025. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

NWF Advisory Services reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
NWF Advisory Services sold 14,825 SoFi Technologies shares in Q3 2026, an estimated $266K.
NWF Advisory Services first reported a position in SoFi Technologies in Q1 2023 and held it in 10 quarters.
NWF Advisory Services's SoFi Technologies position peaked at $307K in Q2 2025.
220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.