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RMG Wealth Management’s SoFi Technologies SOFI Stock Holding History

RMG 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 		$2.44K Buy
+136
New +$2.3K ﹤0.01% 423
2026
Q1 		– Sell
-4,400
Closed -$60.4K – 649
2025
Q4 		$60.4K Buy
+4,400
New +$123K 0.01% 141

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

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

RMG Wealth Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 136 shares worth $2.44K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in SOFI as recently as Q4 2025.

RMG Wealth Management first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $60.4K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • RMG Wealth Management held 136 shares of SoFi Technologies worth $2.44K as of Q2 2026.
  • SoFi Technologies was a new RMG Wealth Management position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #423 holding.
  • RMG Wealth Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • RMG Wealth Management's SoFi Technologies position peaked at $60.4K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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