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True Wealth Design’s SoFi Technologies SOFI Stock Holding History

True Wealth Design’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 		$22.5K Hold
1,254
– – 0.01% 770
2026
Q1 		$19.9K Sell
1,254
-32
-2% -$675 0.01% 724
2025
Q4 		$33.7K Sell
1,286
-15
-1% -$418 0.01% 450
2025
Q3 		$34.4K Buy
1,301
+32
+3% +$759 0.01% 431
2025
Q2 		$23.1K Buy
1,269
+657
+107% +$8.66K 0.01% 352
2025
Q1 		$7.12K Buy
612
+26
+4% +$375 ﹤0.01% 571
2024
Q4 		$9.03K Hold
586
– – ﹤0.01% 435
2024
Q3 		$4.61K Buy
+586
New +$4.26K ﹤0.01% 570

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

True Wealth Design's SOFI Position: Q2 2026 in Review

True Wealth Design held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,254 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #770.

True Wealth Design first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $34.4K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • True Wealth Design held 1,254 shares of SoFi Technologies worth $22.5K as of Q2 2026.
  • True Wealth Design left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #770 holding.
  • True Wealth Design first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's SoFi Technologies position peaked at $34.4K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.