QWM
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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
2025
Q2 		– Sell
-42
Closed -$489 – 1586
2025
Q1 		$489 Buy
+42
New +$605 ﹤0.01% 645

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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. 299 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.
  • 299 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.