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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

United Advisor Group's SOFI Position: Q2 2026 in Review

United Advisor Group increased its SoFi Technologies (SOFI) stake by 2.4% in Q2 2026, buying an estimated $4.2K and bringing the position to 10,384 shares worth $186K. The position accounts for 0.02% of the portfolio, ranked #526.

United Advisor Group first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

United Advisor Group held 10,384 shares of SoFi Technologies worth $186K as of Q2 2026.
United Advisor Group bought 248 SoFi Technologies shares in Q2 2026, an estimated $4.2K.
SoFi Technologies made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #526 holding.
United Advisor Group first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.