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Valeo Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Valeo Financial Advisors’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 		$658K Buy
36,716
+2,240
+6% +$38K 0.01% 386
2026
Q1 		$547K Buy
34,476
+2,500
+8% +$52.7K 0.01% 390
2025
Q4 		$837K Sell
31,976
-3,345
-9% -$93.2K 0.02% 342
2025
Q3 		$933K Buy
35,321
+1,941
+6% +$46.1K 0.02% 319
2025
Q2 		$608K Sell
33,380
-369
-1% -$4.87K 0.01% 408
2025
Q1 		$393K Buy
33,749
+3,219
+11% +$46.4K 0.01% 470
2024
Q4 		$470K Buy
30,530
+2,354
+8% +$30.6K 0.01% 423
2024
Q3 		$221K Sell
28,176
-1,540
-5% -$11.2K 0.01% 625
2024
Q2 		$196K Sell
29,716
-10,000
-25% -$70.5K 0.01% 612
2024
Q1 		$302K Sell
39,716
-3,000
-7% -$23.8K 0.01% 501
2023
Q4 		$425K Sell
42,716
-4,900
-10% -$38.9K 0.02% 402
2023
Q3 		$380K Sell
47,616
-6,500
-12% -$57.2K 0.02% 397
2023
Q2 		$451K Sell
54,116
-1,000
-2% -$6.52K 0.02% 343
2023
Q1 		$335K Buy
55,116
+11,656
+27% +$70.7K 0.02% 414
2022
Q4 		$200K Sell
43,460
-10,686
-20% -$53K 0.01% 490
2022
Q3 		$264K Sell
54,146
-2,985
-5% -$18.9K 0.02% 382
2022
Q2 		$301K Buy
57,131
+467
+0.8% +$3.16K 0.02% 343
2022
Q1 		$535K Buy
56,664
+23,315
+70% +$268K 0.03% 313
2021
Q4 		$527K Buy
33,349
+11,971
+56% +$220K 0.03% 292
2021
Q3 		$339K Buy
21,378
+6,538
+44% +$102K 0.02% 374
2021
Q2 		$284K Buy
14,840
+6,911
+87% +$128K 0.02% 369
2021
Q1 		$136K Buy
7,929
+7,829
+7,829% +$155K 0.01% 537
2020
Q4 		$1K Buy
+100
New +$1.13K ﹤0.01% 1614

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

Valeo Financial Advisors's SOFI Position: Q2 2026 in Review

Valeo Financial Advisors increased its SoFi Technologies (SOFI) stake by 6.5% in Q2 2026, buying an estimated $38K and bringing the position to 36,716 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #386.

Valeo Financial Advisors first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $933K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Valeo Financial Advisors held 36,716 shares of SoFi Technologies worth $658K as of Q2 2026.
  • Valeo Financial Advisors bought 2,240 SoFi Technologies shares in Q2 2026, an estimated $38K.
  • SoFi Technologies made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #386 holding.
  • Valeo Financial Advisors first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • Valeo Financial Advisors's SoFi Technologies position peaked at $933K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.