Quest 10 Wealth Builders’s SoFi Technologies SOFI Stock Holding History

Quest 10 Wealth Builders’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 Q3	$1.46K	Buy	+93	New	+$1.64K	﹤0.01%	708

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Quest 10 Wealth Builders's SOFI Position: Q3 2026 in Review

Quest 10 Wealth Builders opened a new position in SoFi Technologies (SOFI) in Q3 2026: 93 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings.

664 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Quest 10 Wealth Builders held 93 shares of SoFi Technologies worth $1.46K as of Q3 2026.
SoFi Technologies was a new Quest 10 Wealth Builders position in Q3 2026.
SoFi Technologies made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q3 2026, its #708 holding.
664 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q3 2026, filed 2 Nov 2026.