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Soltis Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Soltis Investment 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 		$959K Sell
53,492
-15,430
-22% -$261K 0.05% 250
2026
Q1 		$1.09M Buy
68,922
+4,639
+7% +$97.8K 0.07% 208
2025
Q4 		$1.68M Sell
64,283
-142
-0.2% -$3.96K 0.11% 158
2025
Q3 		$1.7M Buy
64,425
+35,989
+127% +$854K 0.12% 154
2025
Q2 		$518K Buy
28,436
+501
+2% +$6.61K 0.04% 252
2025
Q1 		$325K Sell
27,935
-15,945
-36% -$230K 0.03% 288
2024
Q4 		$676K Sell
43,880
-72,372
-62% -$940K 0.06% 204
2024
Q3 		$914K Sell
116,252
-576
-0.5% -$4.19K 0.09% 160
2024
Q2 		$772K Buy
116,828
+76,400
+189% +$539K 0.08% 168
2024
Q1 		$295K Buy
40,428
+5,713
+16% +$45.4K 0.03% 249
2023
Q4 		$345K Hold
34,715
– – 0.04% 227
2023
Q3 		$277K Sell
34,715
-1,962
-5% -$17.3K 0.04% 225
2023
Q2 		$306K Hold
36,677
– – 0.04% 216
2023
Q1 		$223K Sell
36,677
-100
-0.3% -$606 0.03% 238
2022
Q4 		$170K Hold
36,777
– – 0.02% 239
2022
Q3 		$179K Buy
36,777
+7,611
+26% +$48.2K 0.03% 221
2022
Q2 		$154K Buy
+29,166
New +$197K 0.02% 231

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

Soltis Investment Advisors's SOFI Position: Q2 2026 in Review

Soltis Investment Advisors reduced its SoFi Technologies (SOFI) stake by 22% in Q2 2026, selling an estimated $261K and leaving 53,492 shares worth $959K. The position accounts for 0.05% of the portfolio, ranked #250.

Soltis Investment Advisors first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.7M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Soltis Investment Advisors held 53,492 shares of SoFi Technologies worth $959K as of Q2 2026.
  • Soltis Investment Advisors sold 15,430 SoFi Technologies shares in Q2 2026, an estimated $261K.
  • SoFi Technologies made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • Soltis Investment Advisors first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Soltis Investment Advisors's SoFi Technologies position peaked at $1.7M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.