SOA Wealth Advisors
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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
Q3 		$87.5K Sell
5,569
-500
-8% -$8.8K 0.01% 300
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% -$4.6K ﹤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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

SOA Wealth Advisors's SOFI Position: Q3 2026 in Review

SOA Wealth Advisors reduced its SoFi Technologies (SOFI) stake by 8.2% in Q3 2026, selling an estimated $8.8K and leaving 5,569 shares worth $87.5K. The position accounts for 0.01% of the portfolio, ranked #300.

SOA Wealth Advisors first reported a position in SOFI in Q2 2021 and has held it in 22 quarters since. The position peaked at $137K in Q4 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • SOA Wealth Advisors held 5,569 shares of SoFi Technologies worth $87.5K as of Q3 2026.
  • SOA Wealth Advisors sold 500 SoFi Technologies shares in Q3 2026, an estimated $8.8K.
  • SoFi Technologies made up 0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #300 holding.
  • SOA Wealth Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 22 quarters since.
  • SOA Wealth Advisors's SoFi Technologies position peaked at $137K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.