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Tradition Wealth Management’s SoFi Technologies SOFI Stock Holding History

Tradition 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 		$3.59K Buy
+200
New +$3.39K ﹤0.01% 557

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Tradition Wealth Management reduced its SoFi Technologies (SOFI) stake by 0.52% in Q2 2026, selling an estimated $9.23K and leaving 104,443 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #161.

Tradition Wealth Management first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.39M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Tradition Wealth Management held 104,443 shares of SoFi Technologies worth $1.87M as of Q2 2026.
  • Tradition Wealth Management sold 545 SoFi Technologies shares in Q2 2026, an estimated $9.23K.
  • SoFi Technologies made up 0.11% of Tradition Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Tradition Wealth Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Tradition Wealth Management's SoFi Technologies position peaked at $3.39M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.