Root Financial Partners
SOFI icon

Root Financial Partners’s SoFi Technologies SOFI Stock Holding History

Root Financial Partners’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 		$213K Buy
13,531
+1,891
+16% +$33.3K 0.01% 422
2026
Q2 		$209K Sell
11,640
-713
-6% -$12.1K 0.01% 386
2026
Q1 		$196K Sell
12,353
-2,380
-16% -$50.2K 0.01% 335
2025
Q4 		$386K Buy
14,733
+10,965
+291% +$306K 0.02% 196
2025
Q3 		$100K Buy
+3,768
New +$89.4K 0.01% 454

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's SOFI Position: Q3 2026 in Review

Root Financial Partners increased its SoFi Technologies (SOFI) stake by 16% in Q3 2026, buying an estimated $33.3K and bringing the position to 13,531 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #422.

Root Financial Partners first reported a position in SOFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $386K in Q4 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Root Financial Partners held 13,531 shares of SoFi Technologies worth $213K as of Q3 2026.
  • Root Financial Partners bought 1,891 SoFi Technologies shares in Q3 2026, an estimated $33.3K.
  • SoFi Technologies made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #422 holding.
  • Root Financial Partners first reported a position in SoFi Technologies in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's SoFi Technologies position peaked at $386K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.