SWA
SOFI icon

SOA Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

SOA Wealth 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 		$109K Buy
6,069
+635
+12% +$10.8K 0.02% 275
2026
Q1 		$86.3K Buy
5,434
+200
+4% +$4.22K 0.02% 285
2025
Q4 		$137K Buy
5,234
+100
+2% +$2.79K 0.02% 247
2025
Q3 		$136K Hold
5,134
– – 0.02% 258
2025
Q2 		$93.5K Hold
5,134
– – 0.02% 285
2025
Q1 		$59.7K Sell
5,134
-500
-9% -$7.21K 0.01% 322
2024
Q4 		$86.8K Buy
5,634
+1,400
+33% +$18.2K 0.02% 265
2024
Q3 		$33.3K Sell
4,234
-200
-5% -$1.45K 0.01% 376
2024
Q2 		$29.3K Sell
4,434
-79
-2% -$557 0.01% 381
2024
Q1 		$32.9K Buy
4,513
+1,713
+61% +$13.6K 0.01% 361
2023
Q4 		$27.9K Sell
2,800
-20
-0.7% -$159 0.01% 373
2023
Q3 		$22.5K Sell
2,820
-80
-3% -$703 0.01% 398
2023
Q2 		$24.2K Buy
2,900
+60
+2% +$391 0.01% 404
2023
Q1 		$17.2K Sell
2,840
-180
-6% -$1.09K ﹤0.01% 449
2022
Q4 		$13.9K Buy
3,020
+90
+3% +$446 ﹤0.01% 469
2022
Q3 		$14K Buy
2,930
+410
+16% +$2.59K ﹤0.01% 456
2022
Q2 		$13K Sell
2,520
-680
-21% -$4.59K ﹤0.01% 458
2022
Q1 		$30K Buy
3,200
+1,700
+113% +$19.5K 0.01% 392
2021
Q4 		$23K Sell
1,500
-450
-23% -$8.26K 0.01% 429
2021
Q3 		$30K Sell
1,950
-50
-3% -$784 0.01% 385
2021
Q2 		$38K Buy
+2,000
New +$37.1K 0.01% 350

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

SOA Wealth Advisors's SOFI Position: Q2 2026 in Review

SOA Wealth Advisors increased its SoFi Technologies (SOFI) stake by 12% in Q2 2026, buying an estimated $10.8K and bringing the position to 6,069 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #275.

SOA Wealth Advisors first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $137K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • SOA Wealth Advisors held 6,069 shares of SoFi Technologies worth $109K as of Q2 2026.
  • SOA Wealth Advisors bought 635 SoFi Technologies shares in Q2 2026, an estimated $10.8K.
  • SoFi Technologies made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • SOA Wealth Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • SOA Wealth Advisors's SoFi Technologies position peaked at $137K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.