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Ritter Daniher Financial Advisory’s SoFi Technologies SOFI Stock Holding History

Ritter Daniher Financial 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 		$2.65K Hold
148
– – ﹤0.01% 542
2026
Q1 		$2.35K Sell
148
-25
-14% -$527 ﹤0.01% 544
2025
Q4 		$4.53K Buy
+173
New +$4.82K ﹤0.01% 520

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

Ritter Daniher Financial Advisory's SOFI Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its SoFi Technologies (SOFI) position steady in Q2 2026 at 148 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Ritter Daniher Financial Advisory first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.53K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ritter Daniher Financial Advisory held 148 shares of SoFi Technologies worth $2.65K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #542 holding.
  • Ritter Daniher Financial Advisory first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's SoFi Technologies position peaked at $4.53K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.