RIA
SOFI icon

Rhodes Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Rhodes Investment Advisors’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
Q3 		$806K Sell
51,266
-300
-0.6% -$5.28K 0.57% 52
2026
Q2 		$925K Buy
51,566
+16,458
+47% +$279K 0.68% 48
2026
Q1 		$558K Buy
+35,108
New +$740K 0.48% 58

Other funds holding SOFI

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Rhodes Investment Advisors's SOFI Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its SoFi Technologies (SOFI) stake by 0.58% in Q3 2026, selling an estimated $5.28K and leaving 51,266 shares worth $806K. The position accounts for 0.57% of the portfolio, ranked #52.

Rhodes Investment Advisors first reported a position in SOFI in Q1 2026 and has held it in 3 quarters since. The position peaked at $925K in Q2 2026. 28 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Rhodes Investment Advisors held 51,266 shares of SoFi Technologies worth $806K as of Q3 2026.
  • Rhodes Investment Advisors sold 300 SoFi Technologies shares in Q3 2026, an estimated $5.28K.
  • SoFi Technologies made up 0.57% of Rhodes Investment Advisors's portfolio in Q3 2026, its #52 holding.
  • Rhodes Investment Advisors first reported a position in SoFi Technologies in Q1 2026 and has held it in 3 quarters since.
  • Rhodes Investment Advisors's SoFi Technologies position peaked at $925K in Q2 2026.
  • 28 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.