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Sagespring Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Sagespring Wealth 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
Q2 		$196K Sell
10,926
-925
-8% -$15.7K ﹤0.01% 830
2026
Q1 		$188K Sell
11,851
-7,448
-39% -$157K ﹤0.01% 780
2025
Q4 		$505K Buy
19,299
+2,181
+13% +$60.8K 0.01% 467
2025
Q3 		$452K Buy
17,118
+6,752
+65% +$160K 0.01% 484
2025
Q2 		$189K Buy
+10,366
New +$137K ﹤0.01% 698

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

Sagespring Wealth Partners's SOFI Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its SoFi Technologies (SOFI) stake by 7.8% in Q2 2026, selling an estimated $15.7K and leaving 10,926 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Sagespring Wealth Partners first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $505K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sagespring Wealth Partners held 10,926 shares of SoFi Technologies worth $196K as of Q2 2026.
  • Sagespring Wealth Partners sold 925 SoFi Technologies shares in Q2 2026, an estimated $15.7K.
  • SoFi Technologies made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #830 holding.
  • Sagespring Wealth Partners first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Sagespring Wealth Partners's SoFi Technologies position peaked at $505K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.