QWM
SOFI icon

Quaker Wealth Management’s SoFi Technologies SOFI Stock Holding History

Quaker Wealth Management’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 		$25.3K Sell
1,412
-10
-0.7% -$169 0.01% 221
2026
Q1 		$22.6K Buy
1,422
+227
+19% +$4.79K 0.01% 241
2025
Q4 		$31.3K Buy
1,195
+1,153
+2,745% +$32.1K 0.01% 214
2025
Q3 		$1.11K Hold
42
– – ﹤0.01% 455
2025
Q2 		$765 Buy
+42
New +$554 ﹤0.01% 523

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

Quaker Wealth Management's SOFI Position: Q2 2026 in Review

Quaker Wealth Management reduced its SoFi Technologies (SOFI) stake by 0.7% in Q2 2026, selling an estimated $169 and leaving 1,412 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #221.

Quaker Wealth Management first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.3K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Quaker Wealth Management held 1,412 shares of SoFi Technologies worth $25.3K as of Q2 2026.
  • Quaker Wealth Management sold 10 SoFi Technologies shares in Q2 2026, an estimated $169.
  • SoFi Technologies made up 0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Quaker Wealth Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's SoFi Technologies position peaked at $31.3K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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