Valley Wealth Managers
SOFI icon

Valley Wealth Managers’s SoFi Technologies SOFI Stock Holding History

Valley Wealth Managers’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 		$15.1K Hold
963
– – ﹤0.01% 272
2026
Q2 		$17.3K Hold
963
– – ﹤0.01% 261
2026
Q1 		$15.3K Hold
963
– – ﹤0.01% 253
2025
Q4 		$25.2K Buy
+963
New +$26.8K ﹤0.01% 247

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Valley Wealth Managers's SOFI Position: Q3 2026 in Review

Valley Wealth Managers held its SoFi Technologies (SOFI) position steady in Q3 2026 at 963 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Valley Wealth Managers first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.2K in Q4 2025. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Valley Wealth Managers held 963 shares of SoFi Technologies worth $15.1K as of Q3 2026.
  • Valley Wealth Managers left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #272 holding.
  • Valley Wealth Managers first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • Valley Wealth Managers's SoFi Technologies position peaked at $25.2K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.