Toth Financial Advisory
SOFI icon

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
Q3 		$5.5K Sell
350
-8,000
-96% -$141K ﹤0.01% 657
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% +$3.28K ﹤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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Harvest Portfolios Group
Harvest Portfolios Group Oakville, Ontario, Canada $7.96B AUM 26.13% 1-Year Est. Return

Toth Financial Advisory's SOFI Position: Q3 2026 in Review

Toth Financial Advisory reduced its SoFi Technologies (SOFI) stake by 96% in Q3 2026, selling an estimated $141K and leaving 350 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Toth Financial Advisory first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $161K in Q4 2025. 717 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Toth Financial Advisory held 350 shares of SoFi Technologies worth $5.5K as of Q3 2026.
  • Toth Financial Advisory sold 8,000 SoFi Technologies shares in Q3 2026, an estimated $141K.
  • SoFi Technologies made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #657 holding.
  • Toth Financial Advisory first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Toth Financial Advisory's SoFi Technologies position peaked at $161K in Q4 2025.
  • 717 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.