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Sequoia Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Sequoia Financial 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 		$517K Sell
28,811
-465
-2% -$7.88K ﹤0.01% 1325
2026
Q1 		$465K Sell
29,276
-19,946
-41% -$420K ﹤0.01% 1312
2025
Q4 		$1.29M Buy
49,222
+30,160
+158% +$840K 0.01% 768
2025
Q3 		$504K Buy
19,062
+7,885
+71% +$187K ﹤0.01% 1133
2025
Q2 		$204K Sell
11,177
-4,367
-28% -$57.6K ﹤0.01% 1479
2025
Q1 		$181K Buy
+15,544
New +$224K ﹤0.01% 1284

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

Sequoia Financial Advisors's SOFI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its SoFi Technologies (SOFI) stake by 1.6% in Q2 2026, selling an estimated $7.88K and leaving 28,811 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Sequoia Financial Advisors first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sequoia Financial Advisors held 28,811 shares of SoFi Technologies worth $517K as of Q2 2026.
  • Sequoia Financial Advisors sold 465 SoFi Technologies shares in Q2 2026, an estimated $7.88K.
  • SoFi Technologies made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1325 holding.
  • Sequoia Financial Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Sequoia Financial Advisors's SoFi Technologies position peaked at $1.29M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.