ORG Wealth Partners’s SoFi Technologies SOFI Stock Holding History

ORG Wealth Partners’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	$8.1K	Hold	452	–	–	﹤0.01%	553
2026 Q1	$7.18K	Hold	452	–	–	﹤0.01%	530
2025 Q4	$11.8K	Buy	452 +447	+8,940%	+$12.5K	﹤0.01%	452
2025 Q3	$132	Hold	5	–	–	﹤0.01%	610
2025 Q2	$88	Hold	5	–	–	﹤0.01%	653
2025 Q1	$59	Hold	5	–	–	﹤0.01%	743
2024 Q4	$77	Buy	+5	New	+$65	﹤0.01%	493

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

ORG Wealth Partners's SOFI Position: Q2 2026 in Review

ORG Wealth Partners held its SoFi Technologies (SOFI) position steady in Q2 2026 at 452 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

ORG Wealth Partners first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

ORG Wealth Partners held 452 shares of SoFi Technologies worth $8.1K as of Q2 2026.
ORG Wealth Partners left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #553 holding.
ORG Wealth Partners first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
ORG Wealth Partners's SoFi Technologies position peaked at $11.8K in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.