Salem Investment Counselors’s SoFi Technologies SOFI Stock Holding History

Salem Investment Counselors’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	$13.3K	Sell	744 -35	-4%	-$593	﹤0.01%	851
2026 Q1	$12.4K	Buy	+779	New	+$16.4K	﹤0.01%	835
2025 Q4	–	Sell	-335	Closed	-$8.85K	–	1025
2025 Q3	$8.85K	Hold	335	–	–	﹤0.01%	907
2025 Q2	$6.1K	Buy	335 +125	+60%	+$1.65K	﹤0.01%	922
2025 Q1	$2.44K	Buy	+210	New	+$3.03K	﹤0.01%	1010
2022 Q3	–	Sell	-550	Closed	-$3K	–	1116
2022 Q2	$3K	Hold	550	–	–	﹤0.01%	950
2022 Q1	$5K	Sell	550 -180	-25%	-$2.07K	﹤0.01%	850
2021 Q4	$12K	Buy	730 +180	+33%	+$3.3K	﹤0.01%	800
2021 Q3	$9K	Hold	550	–	–	﹤0.01%	786
2021 Q2	$11K	Hold	550	–	–	﹤0.01%	705
2021 Q1	$9K	Buy	+550	New	+$10.9K	﹤0.01%	695

Other funds holding SOFI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Salem Investment Counselors's SOFI Position: Q2 2026 in Review

Salem Investment Counselors reduced its SoFi Technologies (SOFI) stake by 4.5% in Q2 2026, selling an estimated $593 and leaving 744 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Salem Investment Counselors first reported a position in SOFI in Q1 2021 and has held it in 11 quarters since. 388 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Salem Investment Counselors held 744 shares of SoFi Technologies worth $13.3K as of Q2 2026.
Salem Investment Counselors sold 35 SoFi Technologies shares in Q2 2026, an estimated $593.
SoFi Technologies made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #851 holding.
Salem Investment Counselors first reported a position in SoFi Technologies in Q1 2021 and has held it in 11 quarters since.
388 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.