Thrive Wealth Management
SOFI icon

Thrive Wealth Management’s SoFi Technologies SOFI Stock Holding History

Thrive Wealth Management’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
Q3 		$303K Sell
19,291
-56
-0.3% -$986 0.04% 193
2026
Q2 		$347K Sell
19,347
-1,963
-9% -$33.3K 0.04% 171
2026
Q1 		$338K Buy
21,310
+1,818
+9% +$38.3K 0.05% 160
2025
Q4 		$510K Buy
19,492
+535
+3% +$14.9K 0.08% 128
2025
Q3 		$501K Buy
+18,957
New +$450K 0.08% 127

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return

Thrive Wealth Management's SOFI Position: Q3 2026 in Review

Thrive Wealth Management reduced its SoFi Technologies (SOFI) stake by 0.29% in Q3 2026, selling an estimated $986 and leaving 19,291 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #193.

Thrive Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $510K in Q4 2025. 194 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Thrive Wealth Management held 19,291 shares of SoFi Technologies worth $303K as of Q3 2026.
  • Thrive Wealth Management sold 56 SoFi Technologies shares in Q3 2026, an estimated $986.
  • SoFi Technologies made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #193 holding.
  • Thrive Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 5 quarters since.
  • Thrive Wealth Management's SoFi Technologies position peaked at $510K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.