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Probity Advisors’s SoFi Technologies SOFI Stock Holding History

Probity 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 		$318K Sell
17,712
-142
-0.8% -$2.41K 0.05% 198
2026
Q1 		$284K Sell
17,854
-227
-1% -$4.79K 0.04% 207
2025
Q4 		$473K Sell
18,081
-1,449
-7% -$40.4K 0.08% 160
2025
Q3 		$516K Sell
19,530
-1,839
-9% -$43.6K 0.08% 152
2025
Q2 		$389K Sell
21,369
-722
-3% -$9.52K 0.07% 174
2025
Q1 		$257K Sell
22,091
-834
-4% -$12K 0.05% 205
2024
Q4 		$353K Sell
22,925
-1,645
-7% -$21.4K 0.07% 175
2024
Q3 		$193K Buy
24,570
+306
+1% +$2.22K 0.04% 226
2024
Q2 		$160K Buy
24,264
+4,527
+23% +$31.9K 0.03% 206
2024
Q1 		$144K Buy
19,737
+5,351
+37% +$42.5K 0.03% 208
2023
Q4 		$143K Buy
+14,386
New +$114K 0.03% 202

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Probity Advisors's SOFI Position: Q2 2026 in Review

Probity Advisors reduced its SoFi Technologies (SOFI) stake by 0.8% in Q2 2026, selling an estimated $2.41K and leaving 17,712 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #198.

Probity Advisors first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $516K in Q3 2025. 416 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Probity Advisors held 17,712 shares of SoFi Technologies worth $318K as of Q2 2026.
  • Probity Advisors sold 142 SoFi Technologies shares in Q2 2026, an estimated $2.41K.
  • SoFi Technologies made up 0.05% of Probity Advisors's portfolio in Q2 2026, its #198 holding.
  • Probity Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Probity Advisors's SoFi Technologies position peaked at $516K in Q3 2025.
  • 416 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.