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United Advisor Group’s SoFi Technologies SOFI Stock Holding History

United Advisor Group’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 		$314K Buy
19,996
+9,612
+93% +$169K 0.03% 439
2026
Q2 		$186K Buy
10,384
+248
+2% +$4.2K 0.02% 526
2026
Q1 		$161K Buy
+10,136
New +$214K 0.02% 492

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

United Advisor Group's SOFI Position: Q3 2026 in Review

United Advisor Group increased its SoFi Technologies (SOFI) stake by 93% in Q3 2026, buying an estimated $169K and bringing the position to 19,996 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #439.

United Advisor Group first reported a position in SOFI in Q1 2026 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • United Advisor Group held 19,996 shares of SoFi Technologies worth $314K as of Q3 2026.
  • United Advisor Group bought 9,612 SoFi Technologies shares in Q3 2026, an estimated $169K.
  • SoFi Technologies made up 0.03% of United Advisor Group's portfolio in Q3 2026, its #439 holding.
  • United Advisor Group first reported a position in SoFi Technologies in Q1 2026 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.