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TD Private Client Wealth’s SoFi Technologies SOFI Stock Holding History

TD Private Client Wealth’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 		$33.5K Sell
1,869
-251
-12% -$4.25K ﹤0.01% 961
2026
Q1 		$33.7K Buy
2,120
+218
+11% +$4.59K ﹤0.01% 938
2025
Q4 		$49.8K Buy
1,902
+303
+19% +$8.44K ﹤0.01% 876
2025
Q3 		$42.2K Sell
1,599
-963
-38% -$22.9K ﹤0.01% 882
2025
Q2 		$46.7K Buy
2,562
+1,553
+154% +$20.5K ﹤0.01% 856
2025
Q1 		$11.7K Sell
1,009
-943
-48% -$13.6K ﹤0.01% 999
2024
Q4 		$30.1K Buy
1,952
+144
+8% +$1.87K ﹤0.01% 911
2024
Q3 		$14.2K Buy
+1,808
New +$13.1K ﹤0.01% 1015

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

TD Private Client Wealth's SOFI Position: Q2 2026 in Review

TD Private Client Wealth reduced its SoFi Technologies (SOFI) stake by 12% in Q2 2026, selling an estimated $4.25K and leaving 1,869 shares worth $33.5K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

TD Private Client Wealth first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $49.8K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • TD Private Client Wealth held 1,869 shares of SoFi Technologies worth $33.5K as of Q2 2026.
  • TD Private Client Wealth sold 251 SoFi Technologies shares in Q2 2026, an estimated $4.25K.
  • SoFi Technologies made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #961 holding.
  • TD Private Client Wealth first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • TD Private Client Wealth's SoFi Technologies position peaked at $49.8K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.