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	$138K	Buy	+7,700	New	+$130K	0.01%	635

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

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.