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Spartan Wealth Advisory Services LLC’s SoFi Technologies SOFI Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$471K Buy
26,252
+4,317
+20% +$73.1K 0.04% 226
2026
Q1 		$348K Buy
+21,935
New +$462K 0.03% 242

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

Spartan Wealth Advisory Services LLC's SOFI Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its SoFi Technologies (SOFI) stake by 20% in Q2 2026, buying an estimated $73.1K and bringing the position to 26,252 shares worth $471K. The position accounts for 0.04% of the portfolio, ranked #226.

Spartan Wealth Advisory Services LLC first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 867 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 26,252 shares of SoFi Technologies worth $471K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 4,317 SoFi Technologies shares in Q2 2026, an estimated $73.1K.
  • SoFi Technologies made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #226 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 867 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.