Teamwork Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Teamwork Financial 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	$4.47M	Buy	249,482 +36,693	+17%	+$622K	0.41%	64
2026 Q1	$3.38M	Sell	212,789 -247,331	-54%	-$5.21M	0.36%	68
2025 Q4	$12M	Buy	460,120 +386,348	+524%	+$10.8M	1.22%	40
2025 Q3	$1.95M	Sell	73,772 -27,479	-27%	-$652K	0.2%	78
2025 Q2	$1.84M	Buy	101,251 +21,001	+26%	+$277K	0.21%	73
2025 Q1	$933K	Buy	+80,250	New	+$1.16M	0.12%	88

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Teamwork Financial Advisors's SOFI Position: Q2 2026 in Review

Teamwork Financial Advisors increased its SoFi Technologies (SOFI) stake by 17% in Q2 2026, buying an estimated $622K and bringing the position to 249,482 shares worth $4.47M. The position accounts for 0.41% of the portfolio, ranked #64.

Teamwork Financial Advisors first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $12M in Q4 2025. 122 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Teamwork Financial Advisors held 249,482 shares of SoFi Technologies worth $4.47M as of Q2 2026.
Teamwork Financial Advisors bought 36,693 SoFi Technologies shares in Q2 2026, an estimated $622K.
SoFi Technologies made up 0.41% of Teamwork Financial Advisors's portfolio in Q2 2026, its #64 holding.
Teamwork Financial Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
Teamwork Financial Advisors's SoFi Technologies position peaked at $12M in Q4 2025.
122 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.