TWM
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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
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
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
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

Thrive Wealth Management's SOFI Position: Q2 2026 in Review

Thrive Wealth Management reduced its SoFi Technologies (SOFI) stake by 9.2% in Q2 2026, selling an estimated $33.3K and leaving 19,347 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #171.

Thrive Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $510K in Q4 2025. 122 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Thrive Wealth Management held 19,347 shares of SoFi Technologies worth $347K as of Q2 2026.
  • Thrive Wealth Management sold 1,963 SoFi Technologies shares in Q2 2026, an estimated $33.3K.
  • SoFi Technologies made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Thrive Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Thrive Wealth Management's SoFi Technologies position peaked at $510K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.