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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
2025
Q2 		– Sell
-1,400
Closed -$16.3K – 817
2025
Q1 		$16.3K Buy
+1,400
New +$20.2K ﹤0.01% 686
2021
Q3 		– Sell
-500
Closed -$10K – 620
2021
Q2 		$10K Hold
500
– – ﹤0.01% 511
2021
Q1 		$9K Buy
+500
New +$9.87K ﹤0.01% 1396

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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. 410 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.
  • 410 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.