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USAdvisors Wealth Management’s SoFi Technologies SOFI Stock Holding History

USAdvisors Wealth Management’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 		$361K Buy
20,140
+1,415
+8% +$24K 0.1% 108
2026
Q1 		$283K Buy
18,725
+900
+5% +$19K 0.09% 111
2025
Q4 		$466K Buy
17,825
+500
+3% +$13.9K 0.15% 85
2025
Q3 		$457K Buy
17,325
+1,125
+7% +$26.7K 0.16% 85
2025
Q2 		$295K Buy
16,200
+700
+5% +$9.23K 0.11% 98
2025
Q1 		$180K Buy
+15,500
New +$223K 0.06% 133

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

USAdvisors Wealth Management's SOFI Position: Q2 2026 in Review

USAdvisors Wealth Management increased its SoFi Technologies (SOFI) stake by 7.6% in Q2 2026, buying an estimated $24K and bringing the position to 20,140 shares worth $361K. The position accounts for 0.1% of the portfolio, ranked #108.

USAdvisors Wealth Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $466K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • USAdvisors Wealth Management held 20,140 shares of SoFi Technologies worth $361K as of Q2 2026.
  • USAdvisors Wealth Management bought 1,415 SoFi Technologies shares in Q2 2026, an estimated $24K.
  • SoFi Technologies made up 0.1% of USAdvisors Wealth Management's portfolio in Q2 2026, its #108 holding.
  • USAdvisors Wealth Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • USAdvisors Wealth Management's SoFi Technologies position peaked at $466K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.