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Transamerica Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Transamerica Financial Advisors’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 		$19.5K Buy
1,086
+742
+216% +$12.6K ﹤0.01% 881
2026
Q1 		$5.46K Buy
344
+66
+24% +$1.39K ﹤0.01% 1027
2025
Q4 		$7.28K Buy
278
+45
+19% +$1.25K ﹤0.01% 899
2025
Q3 		$6.16K Buy
+233
New +$5.53K ﹤0.01% 827

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

Transamerica Financial Advisors's SOFI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its SoFi Technologies (SOFI) stake by 216% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,086 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Transamerica Financial Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Transamerica Financial Advisors held 1,086 shares of SoFi Technologies worth $19.5K as of Q2 2026.
  • Transamerica Financial Advisors bought 742 SoFi Technologies shares in Q2 2026, an estimated $12.6K.
  • SoFi Technologies made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #881 holding.
  • Transamerica Financial Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.