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Raffa Wealth Management’s SoFi Technologies SOFI Stock Holding History

Raffa 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 		$2.58K Buy
144
+26
+22% +$441 ﹤0.01% 761
2026
Q1 		$1.87K Buy
118
+12
+11% +$253 ﹤0.01% 772
2025
Q4 		$2.77K Buy
106
+51
+93% +$1.42K ﹤0.01% 658
2025
Q3 		$1.45K Buy
+55
New +$1.3K ﹤0.01% 802

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

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

Raffa Wealth Management increased its SoFi Technologies (SOFI) stake by 22% in Q2 2026, buying an estimated $441 and bringing the position to 144 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Raffa Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.77K in Q4 2025. 867 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Raffa Wealth Management held 144 shares of SoFi Technologies worth $2.58K as of Q2 2026.
  • Raffa Wealth Management bought 26 SoFi Technologies shares in Q2 2026, an estimated $441.
  • SoFi Technologies made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #761 holding.
  • Raffa Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Raffa Wealth Management's SoFi Technologies position peaked at $2.77K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.