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Stratos Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Stratos 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 		$3.47M Sell
193,268
-22,242
-10% -$377K 0.03% 439
2026
Q1 		$3.42M Sell
215,510
-6,471
-3% -$136K 0.04% 415
2025
Q4 		$5.81M Buy
221,981
+33,290
+18% +$928K 0.07% 295
2025
Q3 		$4.99M Buy
188,691
+95,744
+103% +$2.27M 0.06% 315
2025
Q2 		$1.69M Buy
92,947
+5,995
+7% +$79.1K 0.02% 546
2025
Q1 		$1.01M Buy
86,952
+204
+0.2% +$2.94K 0.02% 656
2024
Q4 		$1.34M Sell
86,748
-1,713
-2% -$22.3K 0.02% 589
2024
Q3 		$695K Sell
88,461
-7,859
-8% -$57.1K 0.01% 808
2024
Q2 		$637K Sell
96,320
-12,202
-11% -$86K 0.01% 812
2024
Q1 		$792K Sell
108,522
-2,642
-2% -$21K 0.01% 729
2023
Q4 		$1.11M Buy
111,164
+36,825
+50% +$293K 0.02% 583
2023
Q3 		$594K Buy
74,339
+32,861
+79% +$289K 0.01% 763
2023
Q2 		$346K Buy
41,478
+3,129
+8% +$20.4K 0.01% 898
2023
Q1 		$233K Buy
38,349
+11,400
+42% +$69.1K 0.01% 977
2022
Q4 		$124K Sell
26,949
-11,378
-30% -$56.4K ﹤0.01% 1083
2022
Q3 		$187K Sell
38,327
-12,921
-25% -$81.8K 0.01% 1030
2022
Q2 		$270K Buy
51,248
+4,000
+8% +$27K 0.01% 974
2022
Q1 		$446K Buy
47,248
+17,615
+59% +$202K 0.01% 851
2021
Q4 		$468K Buy
+29,633
New +$544K 0.01% 832

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 Partners's SOFI Position: Q2 2026 in Review

Stratos Wealth Partners reduced its SoFi Technologies (SOFI) stake by 10% in Q2 2026, selling an estimated $377K and leaving 193,268 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #439.

Stratos Wealth Partners first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.81M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Stratos Wealth Partners held 193,268 shares of SoFi Technologies worth $3.47M as of Q2 2026.
  • Stratos Wealth Partners sold 22,242 SoFi Technologies shares in Q2 2026, an estimated $377K.
  • SoFi Technologies made up 0.03% of Stratos Wealth Partners's portfolio in Q2 2026, its #439 holding.
  • Stratos Wealth Partners first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Stratos Wealth Partners's SoFi Technologies position peaked at $5.81M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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