Simplicity Wealth’s SoFi Technologies SOFI Stock Holding History

Simplicity Wealth’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	$543K	Sell	30,310 -47,833	-61%	-$810K	0.02%	608
2026 Q1	$1.24M	Sell	78,143 -13,384	-15%	-$282K	0.07%	255
2025 Q4	$2.4M	Sell	91,527 -37,657	-29%	-$1.05M	0.14%	156
2025 Q3	$3.41M	Buy	129,184 +108,476	+524%	+$2.57M	0.2%	116
2025 Q2	$377K	Sell	20,708 -208,595	-91%	-$2.75M	0.02%	511
2025 Q1	$2.67M	Buy	+229,303	New	+$3.3M	0.21%	119
2024 Q2	–	Sell	-13,959	Closed	-$102K	–	1296
2024 Q1	$102K	Buy	+13,959	New	+$111K	﹤0.01%	1108

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Simplicity Wealth's SOFI Position: Q2 2026 in Review

Simplicity Wealth reduced its SoFi Technologies (SOFI) stake by 61% in Q2 2026, selling an estimated $810K and leaving 30,310 shares worth $543K. The position accounts for 0.02% of the portfolio, ranked #608.

Simplicity Wealth first reported a position in SOFI in Q1 2024 and has held it in 7 quarters since. The position peaked at $3.41M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Simplicity Wealth held 30,310 shares of SoFi Technologies worth $543K as of Q2 2026.
Simplicity Wealth sold 47,833 SoFi Technologies shares in Q2 2026, an estimated $810K.
SoFi Technologies made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #608 holding.
Simplicity Wealth first reported a position in SoFi Technologies in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's SoFi Technologies position peaked at $3.41M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.