SWA
SOFI icon

Stratos Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Stratos Wealth 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 		$456K Buy
25,436
+1,328
+6% +$22.5K 0.03% 421
2026
Q1 		$383K Buy
24,108
+7,518
+45% +$158K 0.02% 440
2025
Q4 		$434K Buy
16,590
+1,100
+7% +$30.7K 0.02% 462
2025
Q3 		$409K Sell
15,490
-4,800
-24% -$114K 0.02% 491
2025
Q2 		$369K Sell
20,290
-4,290
-17% -$56.6K 0.02% 501
2025
Q1 		$286K Buy
24,580
+396
+2% +$5.71K 0.02% 560
2024
Q4 		$372K Sell
24,184
-8,426
-26% -$109K 0.02% 541
2024
Q3 		$256K Buy
32,610
+1,054
+3% +$7.66K 0.01% 645
2024
Q2 		$209K Sell
31,556
-17,556
-36% -$124K 0.01% 652
2024
Q1 		$359K Buy
49,112
+28,696
+141% +$228K 0.02% 525
2023
Q4 		$203K Sell
20,416
-3,340
-14% -$26.5K 0.01% 644
2023
Q3 		$190K Buy
+23,756
New +$209K 0.01% 628
2022
Q4 		– Sell
-30,671
Closed -$150K – 582
2022
Q3 		$150K Buy
+30,671
New +$194K 0.02% 481
2022
Q2 		– Sell
-20,913
Closed -$198K – 549
2022
Q1 		$198K Buy
+20,913
New +$240K 0.02% 504
2021
Q3 		– Sell
-16,531
Closed -$317K – 564
2021
Q2 		$317K Buy
+16,531
New +$306K 0.03% 431

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

Stratos Wealth Advisors's SOFI Position: Q2 2026 in Review

Stratos Wealth Advisors increased its SoFi Technologies (SOFI) stake by 5.5% in Q2 2026, buying an estimated $22.5K and bringing the position to 25,436 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #421.

Stratos Wealth Advisors first reported a position in SOFI in Q2 2021 and has held it in 15 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Stratos Wealth Advisors held 25,436 shares of SoFi Technologies worth $456K as of Q2 2026.
  • Stratos Wealth Advisors bought 1,328 SoFi Technologies shares in Q2 2026, an estimated $22.5K.
  • SoFi Technologies made up 0.03% of Stratos Wealth Advisors's portfolio in Q2 2026, its #421 holding.
  • Stratos Wealth Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 15 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.