Prospera Financial Services
SOFI icon

Prospera Financial Services’s SoFi Technologies SOFI Stock Holding History

Prospera Financial Services’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 		$1.79M Buy
106,767
+10,576
+11% +$186K 0.02% 622
2026
Q2 		$1.72M Buy
96,191
+8,199
+9% +$139K 0.03% 557
2026
Q1 		$1.4M Sell
87,992
-1,804
-2% -$38K 0.02% 600
2025
Q4 		$2.35M Sell
89,796
-3,551
-4% -$99K 0.04% 440
2025
Q3 		$2.47M Buy
93,347
+3,175
+4% +$75.3K 0.04% 429
2025
Q2 		$1.64M Buy
90,172
+12,806
+17% +$169K 0.03% 511
2025
Q1 		$900K Buy
77,366
+6,391
+9% +$92.1K 0.02% 592
2024
Q4 		$1.09M Sell
70,975
-24,988
-26% -$325K 0.03% 513
2024
Q3 		$754K Sell
95,963
-1,520
-2% -$11K 0.02% 588
2024
Q2 		$644K Sell
97,483
-9,330
-9% -$65.8K 0.02% 620
2024
Q1 		$780K Buy
106,813
+11,782
+12% +$93.6K 0.02% 564
2023
Q4 		$946K Buy
95,031
+1,117
+1% +$8.88K 0.03% 485
2023
Q3 		$750K Buy
93,914
+793
+0.9% +$6.97K 0.03% 500
2023
Q2 		$777K Sell
93,121
-8,312
-8% -$54.2K 0.03% 486
2023
Q1 		$616K Buy
101,433
+24,513
+32% +$149K 0.03% 549
2022
Q4 		$355K Buy
76,920
+43,197
+128% +$214K 0.02% 642
2022
Q3 		$164K Sell
33,723
-9,485
-22% -$60K 0.01% 793
2022
Q2 		$228K Buy
43,208
+21,323
+97% +$144K 0.01% 697
2022
Q1 		$207K Sell
21,885
-800
-4% -$9.19K 0.01% 881
2021
Q4 		$359K Buy
+22,685
New +$416K 0.02% 654

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

Prospera Financial Services's SOFI Position: Q3 2026 in Review

Prospera Financial Services increased its SoFi Technologies (SOFI) stake by 11% in Q3 2026, buying an estimated $186K and bringing the position to 106,767 shares worth $1.79M. The position accounts for 0.02% of the portfolio, ranked #622.

Prospera Financial Services first reported a position in SOFI in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.47M in Q3 2025. 541 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Prospera Financial Services held 106,767 shares of SoFi Technologies worth $1.79M as of Q3 2026.
  • Prospera Financial Services bought 10,576 SoFi Technologies shares in Q3 2026, an estimated $186K.
  • SoFi Technologies made up 0.02% of Prospera Financial Services's portfolio in Q3 2026, its #622 holding.
  • Prospera Financial Services first reported a position in SoFi Technologies in Q4 2021 and has held it in 20 quarters since.
  • Prospera Financial Services's SoFi Technologies position peaked at $2.47M in Q3 2025.
  • 541 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.