ORG Wealth Partners
SOFI icon

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
Q3 		$32.5K Buy
2,067
+1,615
+357% +$28.4K 0.01% 466
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's SOFI Position: Q3 2026 in Review

ORG Wealth Partners increased its SoFi Technologies (SOFI) stake by 357% in Q3 2026, buying an estimated $28.4K and bringing the position to 2,067 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #466.

ORG Wealth Partners first reported a position in SOFI in Q4 2024 and has held it in 8 quarters since. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • ORG Wealth Partners held 2,067 shares of SoFi Technologies worth $32.5K as of Q3 2026.
  • ORG Wealth Partners bought 1,615 SoFi Technologies shares in Q3 2026, an estimated $28.4K.
  • SoFi Technologies made up 0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #466 holding.
  • ORG Wealth Partners first reported a position in SoFi Technologies in Q4 2024 and has held it in 8 quarters since.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.