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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 		$201 Buy
+100
New +$1.69K ﹤0.01% 186
2026
Q1 		– Sell
-800
Closed -$11.3K – 188
2025
Q4 		$11.3K Hold
800
– – ﹤0.01% 178
2025
Q3 		$11.8K Buy
+800
New +$19K ﹤0.01% 175

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 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. 122 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.
  • 122 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.