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OneDigital Investment Advisors’s SoFi Technologies SOFI Stock Holding History

OneDigital Investment 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 		$5.38K Hold
300
– – ﹤0.01% 1570
2026
Q1 		$4.76K Buy
+300
New +$6.32K ﹤0.01% 1460

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

OneDigital Investment Advisors's SOFI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its SoFi Technologies (SOFI) stake by 5% in Q2 2026, buying an estimated $21K and bringing the position to 26,015 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

OneDigital Investment Advisors first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.15M in Q3 2025. 583 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • OneDigital Investment Advisors held 26,015 shares of SoFi Technologies worth $466K as of Q2 2026.
  • OneDigital Investment Advisors bought 1,239 SoFi Technologies shares in Q2 2026, an estimated $21K.
  • SoFi Technologies made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1066 holding.
  • OneDigital Investment Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's SoFi Technologies position peaked at $1.15M in Q3 2025.
  • 583 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.