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Red Door Wealth Management’s SoFi Technologies SOFI Stock Holding History

Red Door 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 		– Sell
-8,550
Closed -$136K – 338
2026
Q1 		$136K Buy
+8,550
New +$180K 0.01% 302
2025
Q4 		– Sell
-8,650
Closed -$229K – 304
2025
Q3 		$229K Buy
+8,650
New +$205K 0.02% 263

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 $3.38T AUM 44.17% 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

Red Door Wealth Management's SOFI Position: Q2 2026 in Review

Red Door Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 8,550 shares — an estimated $136K sold.

Red Door Wealth Management first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Red Door Wealth Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Red Door Wealth Management sold 8,550 SoFi Technologies shares in Q2 2026, an estimated $136K.
  • Red Door Wealth Management first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • Red Door Wealth Management's SoFi Technologies position peaked at $229K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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