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Triad Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Triad Wealth Partners’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 		$374K Buy
+20,736
New +$351K 0.02% 395
2024
Q3 		– Sell
-250
Closed -$1.65K – 773
2024
Q2 		$1.65K Buy
+250
New +$1.76K ﹤0.01% 796

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

Triad Wealth Partners's SOFI Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in SoFi Technologies (SOFI) in Q2 2026: 20,736 shares worth $374K. The stake represents 0.02% of the portfolio and ranks #395 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in SOFI as recently as Q2 2024.

Triad Wealth Partners first reported a position in SOFI in Q2 2024 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Triad Wealth Partners held 20,736 shares of SoFi Technologies worth $374K as of Q2 2026.
  • SoFi Technologies was a new Triad Wealth Partners position in Q2 2026.
  • SoFi Technologies made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #395 holding.
  • Triad Wealth Partners first reported a position in SoFi Technologies in Q2 2024 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.