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Spire Wealth Management’s SoFi Technologies SOFI Stock Holding History

Spire Wealth Management’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 		$1.38M Sell
77,238
-882
-1% -$14.9K 0.04% 335
2026
Q1 		$1.24M Sell
78,120
-8,038
-9% -$169K 0.04% 353
2025
Q4 		$2.26M Buy
86,158
+7,451
+9% +$208K 0.08% 230
2025
Q3 		$2.08M Buy
78,707
+8,513
+12% +$202K 0.07% 230
2025
Q2 		$1.28M Sell
70,194
-13,167
-16% -$174K 0.05% 318
2025
Q1 		$969K Buy
83,361
+3,985
+5% +$57.4K 0.03% 406
2024
Q4 		$1.22M Buy
79,376
+5,594
+8% +$72.7K 0.04% 346
2024
Q3 		$580K Buy
73,782
+4,995
+7% +$36.3K 0.02% 486
2024
Q2 		$455K Sell
68,787
-102,945
-60% -$726K 0.02% 503
2024
Q1 		$1.25M Sell
171,732
-4,400
-2% -$34.9K 0.02% 329
2023
Q4 		$1.32M Sell
176,132
-2,750
-2% -$21.9K 0.04% 301
2023
Q3 		$1.43M Sell
178,882
-1,550
-0.9% -$13.6K 0.05% 266
2023
Q2 		$1.5M Buy
180,432
+23,300
+15% +$152K 0.06% 269
2023
Q1 		$954K Buy
157,132
+25,900
+20% +$157K 0.04% 351
2022
Q4 		$605K Buy
131,232
+12,097
+10% +$60K 0.03% 329
2022
Q3 		$581K Buy
119,135
+50,581
+74% +$320K 0.04% 302
2022
Q2 		$361K Buy
+68,554
New +$463K 0.01% 573
2021
Q2 		– Sell
-700
Closed -$12K – 2929
2021
Q1 		$12K Buy
+700
New +$13.8K ﹤0.01% 2363

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Spire Wealth Management's SOFI Position: Q2 2026 in Review

Spire Wealth Management reduced its SoFi Technologies (SOFI) stake by 1.1% in Q2 2026, selling an estimated $14.9K and leaving 77,238 shares worth $1.38M. The position accounts for 0.04% of the portfolio, ranked #335.

Spire Wealth Management first reported a position in SOFI in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.26M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Spire Wealth Management held 77,238 shares of SoFi Technologies worth $1.38M as of Q2 2026.
  • Spire Wealth Management sold 882 SoFi Technologies shares in Q2 2026, an estimated $14.9K.
  • SoFi Technologies made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Spire Wealth Management first reported a position in SoFi Technologies in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's SoFi Technologies position peaked at $2.26M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.