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San Luis Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

San Luis Wealth Advisors’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 		$994K Buy
55,416
+8
+0% +$136 0.15% 101
2026
Q1 		$880K Buy
55,408
+740
+1% +$15.6K 0.15% 97
2025
Q4 		$1.43M Sell
54,668
-1,130
-2% -$31.5K 0.24% 65
2025
Q3 		$1.47M Sell
55,798
-2,202
-4% -$52.3K 0.27% 60
2025
Q2 		$1.05M Sell
58,000
-1,716
-3% -$22.6K 0.22% 59
2025
Q1 		$685K Sell
59,716
-618
-1% -$8.91K 0.15% 69
2024
Q4 		$919K Buy
60,334
+89
+0.1% +$1.16K 0.17% 57
2024
Q3 		$466K Hold
60,245
– – 0.1% 99
2024
Q2 		$392K Buy
60,245
+1,418
+2% +$10K 0.09% 82
2024
Q1 		$429K Sell
58,827
-154
-0.3% -$1.22K 0.23% 31
2023
Q4 		$587K Sell
58,981
-2,001
-3% -$15.9K 0.25% 29
2023
Q3 		$487K Buy
60,982
+286
+0.5% +$2.52K 0.23% 35
2023
Q2 		$506K Sell
60,696
-11
-0% -$72 0.18% 116
2023
Q1 		$368K Sell
60,707
-832
-1% -$5.04K 0.14% 124
2022
Q4 		$284K Sell
61,539
-2,757
-4% -$13.7K 0.26% 61
2022
Q3 		$314K Buy
64,296
+205
+0.3% +$1.3K 0.33% 65
2022
Q2 		$338K Buy
64,091
+4,087
+7% +$27.6K 0.39% 45
2022
Q1 		$949K Hold
60,004
– – 0.46% 48
2021
Q4 		$949K Sell
60,004
-50
-0.1% -$918 0.97% 26
2021
Q3 		$954K Buy
+60,054
New +$941K 0.53% 54

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

San Luis Wealth Advisors's SOFI Position: Q2 2026 in Review

San Luis Wealth Advisors increased its SoFi Technologies (SOFI) stake by 0.01% in Q2 2026, buying an estimated $136 and bringing the position to 55,416 shares worth $994K. The position accounts for 0.15% of the portfolio, ranked #101.

San Luis Wealth Advisors first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.47M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • San Luis Wealth Advisors held 55,416 shares of SoFi Technologies worth $994K as of Q2 2026.
  • San Luis Wealth Advisors bought 8 SoFi Technologies shares in Q2 2026, an estimated $136.
  • SoFi Technologies made up 0.15% of San Luis Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • San Luis Wealth Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • San Luis Wealth Advisors's SoFi Technologies position peaked at $1.47M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.