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Oasis Advisors’s SoFi Technologies SOFI Stock Holding History

Oasis Advisors’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 		– Sell
-66,534
Closed -$1.06M – 205
2026
Q1 		$1.06M Buy
66,534
+58,216
+700% +$1.23M 0.21% 70
2025
Q4 		$218K Buy
+8,318
New +$232K 0.12% 67

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Oasis Advisors's SOFI Position: Q2 2026 in Review

Oasis Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 66,534 shares — an estimated $1.06M sold.

Oasis Advisors first reported a position in SOFI in Q4 2025 and held it in 2 quarters. The position peaked at $1.06M in Q1 2026. 350 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Oasis Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Oasis Advisors sold 66,534 SoFi Technologies shares in Q2 2026, an estimated $1.06M.
  • Oasis Advisors first reported a position in SoFi Technologies in Q4 2025 and held it in 2 quarters.
  • Oasis Advisors's SoFi Technologies position peaked at $1.06M in Q1 2026.
  • 350 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.