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Provident Living Financial Services’s SoFi Technologies SOFI Stock Holding History

Provident Living 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 		$14.4M Buy
888,439
+65,143
+8% +$1.1M 14.23% 1
2026
Q1 		$12M Sell
823,296
-124,091
-13% -$2.62M 13.23% 1
2025
Q4 		$22.2M Buy
+947,387
New +$26.4M 21.85% 1

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Provident Living Financial Services's SOFI Position: Q2 2026 in Review

Provident Living Financial Services increased its SoFi Technologies (SOFI) stake by 7.9% in Q2 2026, buying an estimated $1.1M and bringing the position to 888,439 shares worth $14.4M. The position accounts for 14.23% of the portfolio, ranked #1.

Provident Living Financial Services first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.2M in Q4 2025. 479 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Provident Living Financial Services held 888,439 shares of SoFi Technologies worth $14.4M as of Q2 2026.
  • Provident Living Financial Services bought 65,143 SoFi Technologies shares in Q2 2026, an estimated $1.1M.
  • SoFi Technologies made up 14.23% of Provident Living Financial Services's portfolio in Q2 2026, its #1 holding.
  • Provident Living Financial Services first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Provident Living Financial Services's SoFi Technologies position peaked at $22.2M in Q4 2025.
  • 479 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.