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Steward Partners Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Steward Partners Investment Advisory’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 		$3.79M Buy
211,356
+178,838
+550% +$3.03M 0.02% 660
2026
Q1 		$516K Buy
32,518
+1,613
+5% +$34K ﹤0.01% 1510
2025
Q4 		$809K Buy
30,905
+5,301
+21% +$148K ﹤0.01% 1178
2025
Q3 		$676K Buy
25,604
+1,511
+6% +$35.9K ﹤0.01% 1235
2025
Q2 		$439K Sell
24,093
-155
-0.6% -$2.04K ﹤0.01% 1361
2025
Q1 		$282K Sell
24,248
-823
-3% -$11.9K ﹤0.01% 1475
2024
Q4 		$386K Sell
25,071
-6,400
-20% -$83.1K ﹤0.01% 1285
2024
Q3 		$247K Buy
31,471
+1,450
+5% +$10.5K ﹤0.01% 1420
2024
Q2 		$198K Sell
30,021
-1,575
-5% -$11.1K ﹤0.01% 1451
2024
Q1 		$231K Sell
31,596
-110,938
-78% -$881K ﹤0.01% 1374
2023
Q4 		$1.42M Buy
142,534
+113,100
+384% +$899K 0.02% 607
2023
Q3 		$235K Sell
29,434
-139,465
-83% -$1.23M ﹤0.01% 1207
2023
Q2 		$1.41M Buy
168,899
+139,665
+478% +$911K 0.02% 582
2023
Q1 		$177K Buy
29,234
+6,265
+27% +$38K ﹤0.01% 1343
2022
Q4 		$106K Sell
22,969
-2,500
-10% -$12.4K ﹤0.01% 1520
2022
Q3 		$124K Buy
25,469
+3,843
+18% +$24.3K ﹤0.01% 1409
2022
Q2 		$114K Buy
21,626
+1,416
+7% +$9.57K ﹤0.01% 1439
2022
Q1 		$191K Buy
20,210
+2,332
+13% +$26.8K ﹤0.01% 1317
2021
Q4 		$283K Sell
17,878
-731
-4% -$13.4K ﹤0.01% 1166
2021
Q3 		$296K Buy
18,609
+3,500
+23% +$54.9K 0.01% 1110
2021
Q2 		$290K Buy
15,109
+828
+6% +$15.4K ﹤0.01% 1205
2021
Q1 		$245K Buy
+14,281
New +$282K ﹤0.01% 1204

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's SOFI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its SoFi Technologies (SOFI) stake by 550% in Q2 2026, buying an estimated $3.03M and bringing the position to 211,356 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #660.

Steward Partners Investment Advisory first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Steward Partners Investment Advisory held 211,356 shares of SoFi Technologies worth $3.79M as of Q2 2026.
  • Steward Partners Investment Advisory bought 178,838 SoFi Technologies shares in Q2 2026, an estimated $3.03M.
  • SoFi Technologies made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #660 holding.
  • Steward Partners Investment Advisory first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.