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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
Q1 		– Hold
0
– -$20.9K – 2057
2025
Q4 		– Hold
0
– – – 1914

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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. 373 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.
  • 373 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.