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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Prospera Financial Services's SOFI Position: Q2 2026 in Review

Prospera Financial Services increased its SoFi Technologies (SOFI) stake by 9.3% in Q2 2026, buying an estimated $139K and bringing the position to 96,191 shares worth $1.72M. The position accounts for 0.03% of the portfolio, ranked #557.

Prospera Financial Services first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Prospera Financial Services held 96,191 shares of SoFi Technologies worth $1.72M as of Q2 2026.
  • Prospera Financial Services bought 8,199 SoFi Technologies shares in Q2 2026, an estimated $139K.
  • SoFi Technologies made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #557 holding.
  • Prospera Financial Services first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Prospera Financial Services's SoFi Technologies position peaked at $2.47M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.