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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NWF Advisory Services's SOFI Position: Q2 2026 in Review

NWF Advisory Services opened a new position in SoFi Technologies (SOFI) in Q2 2026: 14,825 shares worth $266K. The stake represents 0.03% of the portfolio and ranks #332 among its holdings. This is a return to the name: NWF Advisory Services previously reported a position in SOFI as recently as Q2 2025.

NWF Advisory Services first reported a position in SOFI in Q1 2023 and has held it in 10 quarters since. The position peaked at $307K in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

NWF Advisory Services held 14,825 shares of SoFi Technologies worth $266K as of Q2 2026.
SoFi Technologies was a new NWF Advisory Services position in Q2 2026.
SoFi Technologies made up 0.03% of NWF Advisory Services's portfolio in Q2 2026, its #332 holding.
NWF Advisory Services first reported a position in SoFi Technologies in Q1 2023 and has held it in 10 quarters since.
NWF Advisory Services's SoFi Technologies position peaked at $307K in Q2 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.