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SeaCrest Wealth Management’s SoFi Technologies SOFI Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-17,154
Closed -$272K – 647
2026
Q1 		$272K Sell
17,154
-14,101
-45% -$297K 0.03% 501
2025
Q4 		$844K Buy
31,255
+9,077
+41% +$253K 0.09% 221
2025
Q3 		$621K Buy
+22,178
New +$526K 0.07% 272
2025
Q1 		– Sell
-28,892
Closed -$445K – 692
2024
Q4 		$445K Buy
28,892
+2,400
+9% +$31.2K 0.05% 371
2024
Q3 		$208K Hold
26,492
– – 0.02% 601
2024
Q2 		$175K Sell
26,492
-1,318
-5% -$9.29K 0.02% 585
2024
Q1 		$203K Sell
27,810
-3,451
-11% -$27.4K 0.02% 568
2023
Q4 		$257K Sell
31,261
-5,980
-16% -$47.5K 0.03% 502
2023
Q3 		$298K Sell
37,241
-6,100
-14% -$53.6K 0.04% 456
2023
Q2 		$361K Buy
43,341
+100
+0.2% +$652 0.05% 417
2023
Q1 		$262K Sell
43,241
-25,000
-37% -$152K 0.04% 502
2022
Q4 		$315K Sell
68,241
-18,000
-21% -$89.3K 0.05% 438
2022
Q3 		$421K Sell
86,241
-10,505
-11% -$66.5K 0.06% 343
2022
Q2 		$510K Buy
+96,746
New +$654K 0.06% 312
2021
Q2 		– Sell
-12,616
Closed -$216K – 719
2021
Q1 		$216K Buy
+12,616
New +$249K 0.03% 584

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

SeaCrest Wealth Management's SOFI Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 17,154 shares — an estimated $272K sold.

SeaCrest Wealth Management first reported a position in SOFI in Q1 2021 and held it in 15 quarters. The position peaked at $844K in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 17,154 SoFi Technologies shares in Q2 2026, an estimated $272K.
  • SeaCrest Wealth Management first reported a position in SoFi Technologies in Q1 2021 and held it in 15 quarters.
  • SeaCrest Wealth Management's SoFi Technologies position peaked at $844K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.