Probity Advisors
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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
Q3 		$272K Sell
17,293
-419
-2% -$7.38K 0.04% 206
2026
Q2 		$318K Sell
17,712
-142
-0.8% -$2.41K 0.05% 198
2026
Q1 		$284K Sell
17,854
-227
-1% -$4.78K 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% -$9.5K 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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 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

Probity Advisors's SOFI Position: Q3 2026 in Review

Probity Advisors reduced its SoFi Technologies (SOFI) stake by 2.4% in Q3 2026, selling an estimated $7.38K and leaving 17,293 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #206.

Probity Advisors first reported a position in SOFI in Q4 2023 and has held it in 12 quarters since. The position peaked at $516K in Q3 2025. 706 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Probity Advisors held 17,293 shares of SoFi Technologies worth $272K as of Q3 2026.
  • Probity Advisors sold 419 SoFi Technologies shares in Q3 2026, an estimated $7.38K.
  • SoFi Technologies made up 0.04% of Probity Advisors's portfolio in Q3 2026, its #206 holding.
  • Probity Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 12 quarters since.
  • Probity Advisors's SoFi Technologies position peaked at $516K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Probity Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.