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Retirement Wealth Solutions’s SoFi Technologies SOFI Stock Holding History

Retirement Wealth Solutions’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 		$4.2K Buy
234
+35
+18% +$593 ﹤0.01% 384
2026
Q1 		$3.16K Sell
199
-105
-35% -$2.21K ﹤0.01% 402
2025
Q4 		$7.96K Buy
304
+23
+8% +$641 0.01% 246
2025
Q3 		$7.42K Buy
+281
New +$6.67K ﹤0.01% 255

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

Retirement Wealth Solutions's SOFI Position: Q2 2026 in Review

Retirement Wealth Solutions increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $593 and bringing the position to 234 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Retirement Wealth Solutions first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.96K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Retirement Wealth Solutions held 234 shares of SoFi Technologies worth $4.2K as of Q2 2026.
  • Retirement Wealth Solutions bought 35 SoFi Technologies shares in Q2 2026, an estimated $593.
  • SoFi Technologies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #384 holding.
  • Retirement Wealth Solutions first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's SoFi Technologies position peaked at $7.96K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.