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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
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

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

Valley Wealth Managers's SOFI Position: Q2 2026 in Review

Valley Wealth Managers held its SoFi Technologies (SOFI) position steady in Q2 2026 at 963 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Valley Wealth Managers first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.2K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Valley Wealth Managers held 963 shares of SoFi Technologies worth $17.3K as of Q2 2026.
  • Valley Wealth Managers left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #261 holding.
  • Valley Wealth Managers first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Valley Wealth Managers's SoFi Technologies position peaked at $25.2K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.