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WCG Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

WCG 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 		$828K Buy
46,181
+20,209
+78% +$342K 0.02% 432
2026
Q1 		$412K Sell
25,972
-13,327
-34% -$281K 0.01% 480
2025
Q4 		$1.03M Buy
+39,299
New +$1.1M 0.03% 357
2024
Q1 		– Sell
-30,281
Closed -$301K – 303
2023
Q4 		$301K Sell
30,281
-14,707
-33% -$117K 0.02% 280
2023
Q3 		$393K Buy
+44,988
New +$396K 0.03% 255
2022
Q4 		– Sell
-3,400
Closed -$67K – 258
2022
Q3 		$67K Buy
+3,400
New +$21.5K 0.01% 285

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

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

WCG Wealth Advisors increased its SoFi Technologies (SOFI) stake by 78% in Q2 2026, buying an estimated $342K and bringing the position to 46,181 shares worth $828K. The position accounts for 0.02% of the portfolio, ranked #432.

WCG Wealth Advisors first reported a position in SOFI in Q3 2022 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • WCG Wealth Advisors held 46,181 shares of SoFi Technologies worth $828K as of Q2 2026.
  • WCG Wealth Advisors bought 20,209 SoFi Technologies shares in Q2 2026, an estimated $342K.
  • SoFi Technologies made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #432 holding.
  • WCG Wealth Advisors first reported a position in SoFi Technologies in Q3 2022 and has held it in 6 quarters since.
  • WCG Wealth Advisors's SoFi Technologies position peaked at $1.03M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.