Physician Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Physician 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	$1.08K	Buy	60 +9	+18%	+$152	﹤0.01%	1802
2026 Q1	$810	Sell	51 -8	-14%	-$169	﹤0.01%	1782
2025 Q4	$1.54K	Hold	59	–	–	﹤0.01%	1403
2025 Q3	$1.56K	Buy	+59	New	+$1.4K	﹤0.01%	1328
2025 Q2	–	Sell	-107	Closed	-$1.25K	–	1956
2025 Q1	$1.25K	Buy	+107	New	+$1.54K	﹤0.01%	969

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

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

Physician Wealth Advisors increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $152 and bringing the position to 60 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1802.

Physician Wealth Advisors first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.56K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Physician Wealth Advisors held 60 shares of SoFi Technologies worth $1.08K as of Q2 2026.
Physician Wealth Advisors bought 9 SoFi Technologies shares in Q2 2026, an estimated $152.
SoFi Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1802 holding.
Physician Wealth Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's SoFi Technologies position peaked at $1.56K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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