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Provenance Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Provenance 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 		$35.9K Hold
2,000
– – ﹤0.01% 250
2026
Q1 		$31.8K Hold
2,000
– – ﹤0.01% 236
2025
Q4 		$52.4K Hold
2,000
– – 0.01% 199
2025
Q3 		$52.8K Hold
2,000
– – 0.01% 211
2025
Q2 		$36.4K Hold
2,000
– – 0.01% 227
2025
Q1 		$23.3K Hold
2,000
– – ﹤0.01% 265
2024
Q4 		$30.8K Hold
2,000
– – ﹤0.01% 248
2024
Q3 		$15.7K Hold
2,000
– – ﹤0.01% 305
2024
Q2 		$13.2K Hold
2,000
– – ﹤0.01% 280
2024
Q1 		$14.6K Buy
+2,000
New +$15.9K ﹤0.01% 295

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Provenance Wealth Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 2,000 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Provenance Wealth Advisors first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $52.8K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Provenance Wealth Advisors held 2,000 shares of SoFi Technologies worth $35.9K as of Q2 2026.
  • Provenance Wealth Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #250 holding.
  • Provenance Wealth Advisors first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
  • Provenance Wealth Advisors's SoFi Technologies position peaked at $52.8K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.