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Smallwood Wealth Investment Management’s SoFi Technologies SOFI Stock Holding History

Smallwood Wealth Investment 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 		$16.1K Sell
900
-4
-0.4% -$68 0.01% 291
2026
Q1 		$14.4K Buy
904
+4
+0.4% +$84 0.01% 290
2025
Q4 		$23.6K Hold
900
– – 0.01% 241
2025
Q3 		$23.8K Sell
900
-45
-5% -$1.07K 0.01% 245
2025
Q2 		$17.2K Buy
945
+20
+2% +$264 0.01% 266
2025
Q1 		$10.8K Buy
+925
New +$13.3K 0.01% 302

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 $3.38T AUM 44.17% 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

Smallwood Wealth Investment Management's SOFI Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its SoFi Technologies (SOFI) stake by 0.44% in Q2 2026, selling an estimated $68 and leaving 900 shares worth $16.1K. The position accounts for 0.01% of the portfolio, ranked #291.

Smallwood Wealth Investment Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.8K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Smallwood Wealth Investment Management held 900 shares of SoFi Technologies worth $16.1K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 4 SoFi Technologies shares in Q2 2026, an estimated $68.
  • SoFi Technologies made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #291 holding.
  • Smallwood Wealth Investment Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's SoFi Technologies position peaked at $23.8K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.