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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
-12,500
Closed -$199K – 337
2026
Q1 		$199K Buy
+12,500
New +$263K 0.02% 298

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

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. 299 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.
  • 299 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.