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Strategic Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Strategic Wealth Partners’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 		$11.3K Buy
631
+250
+66% +$4.24K ﹤0.01% 895
2026
Q1 		$6.05K Buy
381
+25
+7% +$527 ﹤0.01% 998
2025
Q4 		$9.32K Sell
356
-1,489
-81% -$41.5K ﹤0.01% 908
2025
Q3 		$48.7K Sell
1,845
-330
-15% -$7.83K ﹤0.01% 560
2025
Q2 		$39.6K Buy
+2,175
New +$28.7K ﹤0.01% 539

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

Strategic Wealth Partners's SOFI Position: Q2 2026 in Review

Strategic Wealth Partners increased its SoFi Technologies (SOFI) stake by 66% in Q2 2026, buying an estimated $4.24K and bringing the position to 631 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Strategic Wealth Partners first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.7K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Strategic Wealth Partners held 631 shares of SoFi Technologies worth $11.3K as of Q2 2026.
  • Strategic Wealth Partners bought 250 SoFi Technologies shares in Q2 2026, an estimated $4.24K.
  • SoFi Technologies made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #895 holding.
  • Strategic Wealth Partners first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's SoFi Technologies position peaked at $48.7K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.