OFG
SOFI icon

Oxford Financial Group’s SoFi Technologies SOFI Stock Holding History

Oxford Financial Group’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 		$287K Buy
16,020
+20
+0.1% +$339 0.01% 208
2026
Q1 		$254K Buy
+16,000
New +$337K 0.01% 229

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
AGFVA
Accel Growth Fund V Associates Palo Alto, California $89.8M AUM 8.28% 1-Year Est. Return

Oxford Financial Group's SOFI Position: Q2 2026 in Review

Oxford Financial Group increased its SoFi Technologies (SOFI) stake by 0.13% in Q2 2026, buying an estimated $339 and bringing the position to 16,020 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #208.

Oxford Financial Group first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 658 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Oxford Financial Group held 16,020 shares of SoFi Technologies worth $287K as of Q2 2026.
  • Oxford Financial Group bought 20 SoFi Technologies shares in Q2 2026, an estimated $339.
  • SoFi Technologies made up 0.01% of Oxford Financial Group's portfolio in Q2 2026, its #208 holding.
  • Oxford Financial Group first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 658 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.