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Rialto Wealth Management’s SoFi Technologies SOFI Stock Holding History

Rialto 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 		$3.1K Buy
173
+120
+226% +$2.03K ﹤0.01% 948
2026
Q1 		$842 Sell
53
-169
-76% -$3.56K ﹤0.01% 1168
2025
Q4 		$5.81K Sell
222
-56
-20% -$1.56K ﹤0.01% 503
2025
Q3 		$7.34K Sell
278
-435
-61% -$10.3K ﹤0.01% 453
2025
Q2 		$13K Buy
713
+676
+1,827% +$8.91K ﹤0.01% 392
2025
Q1 		$431 Sell
37
-377
-91% -$5.43K ﹤0.01% 960
2024
Q4 		$6.38K Buy
+414
New +$5.38K ﹤0.01% 443

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

Rialto Wealth Management's SOFI Position: Q2 2026 in Review

Rialto Wealth Management increased its SoFi Technologies (SOFI) stake by 226% in Q2 2026, buying an estimated $2.03K and bringing the position to 173 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Rialto Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $13K in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rialto Wealth Management held 173 shares of SoFi Technologies worth $3.1K as of Q2 2026.
  • Rialto Wealth Management bought 120 SoFi Technologies shares in Q2 2026, an estimated $2.03K.
  • SoFi Technologies made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #948 holding.
  • Rialto Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's SoFi Technologies position peaked at $13K in Q2 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.