SVWA
SOFI icon

Sarver Vrooman Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Sarver Vrooman 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 		$740 Hold
40
– – ﹤0.01% 137
2026
Q1 		$635 Hold
40
– – ﹤0.01% 129
2025
Q4 		$1.05K Hold
40
– – ﹤0.01% 126
2025
Q3 		$1.06K Hold
40
– – ﹤0.01% 122
2025
Q2 		$728 Hold
40
– – ﹤0.01% 119
2025
Q1 		$465 Buy
+40
New +$576 ﹤0.01% 117

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

Sarver Vrooman Wealth Advisors's SOFI Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 40 shares worth $740. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Sarver Vrooman Wealth Advisors first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.06K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 40 shares of SoFi Technologies worth $740 as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Sarver Vrooman Wealth Advisors's SoFi Technologies position peaked at $1.06K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.