Toth Financial Advisory’s SoFi Technologies SOFI Stock Holding History

Toth Financial Advisory’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	$150K	Hold	8,350	–	–	0.01%	257
2026 Q1	$133K	Buy	8,350 +2,200	+36%	+$46.4K	0.01%	254
2025 Q4	$161K	Buy	6,150 +800	+15%	+$22.3K	0.02%	232
2025 Q3	$141K	Buy	5,350 +5,000	+1,429%	+$119K	0.02%	241
2025 Q2	$6.37K	Hold	350	–	–	﹤0.01%	530
2025 Q1	$4.07K	Sell	350 -10	-3%	-$144	﹤0.01%	538
2024 Q4	$5.54K	Buy	360 +10	+3%	+$130	﹤0.01%	503
2024 Q3	$2.75K	Hold	350	–	–	﹤0.01%	564
2024 Q2	$2.31K	Hold	350	–	–	﹤0.01%	594
2024 Q1	$2.56K	Sell	350 -140	-29%	-$1.11K	﹤0.01%	581
2023 Q4	$4.88K	Hold	490	–	–	﹤0.01%	534
2023 Q3	$3.92K	Hold	490	–	–	﹤0.01%	563
2023 Q2	$4.09K	Sell	490 -400	-45%	-$2.61K	﹤0.01%	571
2023 Q1	$5.4K	Buy	890 +540	+154%	+$3.27K	﹤0.01%	536
2022 Q4	$1.61K	Sell	350 -110	-24%	-$546	﹤0.01%	614
2022 Q3	$2K	Hold	460	–	–	﹤0.01%	655
2022 Q2	$2K	Hold	460	–	–	﹤0.01%	612
2022 Q1	$4K	Buy	460 +110	+31%	+$1.26K	﹤0.01%	571
2021 Q4	$6K	Buy	+350	New	+$6.42K	﹤0.01%	553
2021 Q3	–	Sell	-1,000	Closed	-$19K	–	790
2021 Q2	$19K	Hold	1,000	–	–	﹤0.01%	385
2021 Q1	$17K	Buy	+1,000	New	+$19.7K	﹤0.01%	405

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Toth Financial Advisory's SOFI Position: Q2 2026 in Review

Toth Financial Advisory held its SoFi Technologies (SOFI) position steady in Q2 2026 at 8,350 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #257.

Toth Financial Advisory first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $161K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Toth Financial Advisory held 8,350 shares of SoFi Technologies worth $150K as of Q2 2026.
Toth Financial Advisory left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #257 holding.
Toth Financial Advisory first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
Toth Financial Advisory's SoFi Technologies position peaked at $161K in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.