Opal Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Opal Wealth 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	-1,500	Closed	-$23.8K	–	527
2026 Q1	$23.8K	Buy	+1,500	New	+$31.6K	0.01%	560
2024 Q3	–	Sell	-1,070	Closed	-$7.07K	–	1014
2024 Q2	$7.07K	Buy	+1,070	New	+$7.54K	﹤0.01%	731

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

Opal Wealth Advisors's SOFI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 1,500 shares — an estimated $23.8K sold.

Opal Wealth Advisors first reported a position in SOFI in Q2 2024 and held it in 2 quarters. The position peaked at $23.8K in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Opal Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 1,500 SoFi Technologies shares in Q2 2026, an estimated $23.8K.
Opal Wealth Advisors first reported a position in SoFi Technologies in Q2 2024 and held it in 2 quarters.
Opal Wealth Advisors's SoFi Technologies position peaked at $23.8K in Q1 2026.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.