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RFG Advisory’s SoFi Technologies SOFI Stock Holding History

RFG Advisory’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 		$4.03M Buy
224,941
+29,103
+15% +$493K 0.06% 219
2026
Q1 		$3.11M Buy
195,838
+15,937
+9% +$336K 0.06% 253
2025
Q4 		$4.71M Buy
179,901
+1,148
+0.6% +$32K 0.09% 168
2025
Q3 		$4.72M Sell
178,753
-13,248
-7% -$314K 0.1% 155
2025
Q2 		$3.5M Buy
192,001
+20,603
+12% +$272K 0.08% 192
2025
Q1 		$1.99M Buy
171,398
+129,467
+309% +$1.87M 0.05% 276
2024
Q4 		$646K Buy
+41,931
New +$545K 0.02% 455

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

RFG Advisory's SOFI Position: Q2 2026 in Review

RFG Advisory increased its SoFi Technologies (SOFI) stake by 15% in Q2 2026, buying an estimated $493K and bringing the position to 224,941 shares worth $4.03M. The position accounts for 0.06% of the portfolio, ranked #219.

RFG Advisory first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.72M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • RFG Advisory held 224,941 shares of SoFi Technologies worth $4.03M as of Q2 2026.
  • RFG Advisory bought 29,103 SoFi Technologies shares in Q2 2026, an estimated $493K.
  • SoFi Technologies made up 0.06% of RFG Advisory's portfolio in Q2 2026, its #219 holding.
  • RFG Advisory first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • RFG Advisory's SoFi Technologies position peaked at $4.72M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.