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RAFFA WEALTH MANAGEMENT, LLC’s SoFi Technologies SOFI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$2.58K Buy
144
+26
+22% +$441 ﹤0.01% 761
2026
Q1 		$1.87K Buy
118
+12
+11% +$253 ﹤0.01% 772
2025
Q4 		$2.77K Buy
106
+51
+93% +$1.42K ﹤0.01% 658
2025
Q3 		$1.45K Buy
+55
New +$1.3K ﹤0.01% 802

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SOFI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its SoFi Technologies (SOFI) stake by 22% in Q2 2026, buying an estimated $441 and bringing the position to 144 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.77K in Q4 2025. 298 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 144 shares of SoFi Technologies worth $2.58K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 26 SoFi Technologies shares in Q2 2026, an estimated $441.
  • SoFi Technologies made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #761 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's SoFi Technologies position peaked at $2.77K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.