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Visionary Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Visionary Wealth 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 		$285K Buy
15,869
+1,632
+11% +$27.6K 0.01% 559
2026
Q1 		$226K Buy
14,237
+1,675
+13% +$35.3K 0.01% 586
2025
Q4 		$329K Sell
12,562
-75
-0.6% -$2.09K 0.01% 480
2025
Q3 		$334K Buy
12,637
+168
+1% +$3.99K 0.02% 472
2025
Q2 		$227K Buy
12,469
+1,616
+15% +$21.3K 0.01% 522
2025
Q1 		$126K Sell
10,853
-43
-0.4% -$620 0.01% 531
2024
Q4 		$168K Sell
10,896
-3,380
-24% -$43.9K 0.01% 525
2024
Q3 		$112K Buy
14,276
+30
+0.2% +$218 0.01% 524
2024
Q2 		$94.2K Buy
14,246
+262
+2% +$1.85K 0.01% 498
2024
Q1 		$102K Sell
13,984
-1,500
-10% -$11.9K 0.01% 478
2023
Q4 		$154K Sell
15,484
-238
-2% -$1.89K 0.01% 464
2023
Q3 		$126K Sell
15,722
-2,381
-13% -$20.9K 0.01% 436
2023
Q2 		$151K Buy
18,103
+303
+2% +$1.98K 0.01% 441
2023
Q1 		$108K Hold
17,800
– – 0.01% 435
2022
Q4 		$82K Sell
17,800
-2,250
-11% -$11.2K 0.01% 407
2022
Q3 		$98K Buy
20,050
+197
+1% +$1.25K 0.01% 381
2022
Q2 		$105K Buy
19,853
+2,800
+16% +$18.9K 0.01% 413
2022
Q1 		$161K Buy
17,053
+5,695
+50% +$65.4K 0.01% 413
2021
Q4 		$180K Buy
+11,358
New +$208K 0.01% 361

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

Visionary Wealth Advisors's SOFI Position: Q2 2026 in Review

Visionary Wealth Advisors increased its SoFi Technologies (SOFI) stake by 11% in Q2 2026, buying an estimated $27.6K and bringing the position to 15,869 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #559.

Visionary Wealth Advisors first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $334K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Visionary Wealth Advisors held 15,869 shares of SoFi Technologies worth $285K as of Q2 2026.
  • Visionary Wealth Advisors bought 1,632 SoFi Technologies shares in Q2 2026, an estimated $27.6K.
  • SoFi Technologies made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #559 holding.
  • Visionary Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Visionary Wealth Advisors's SoFi Technologies position peaked at $334K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.