Wealth Enhancement Advisory Services
SOFI icon

Wealth Enhancement Advisory Services’s SoFi Technologies SOFI Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$4.29M Buy
270,922
+23,261
+9% +$490K 0.01% 965
2025
Q4 		$6.68M Sell
247,661
-26,533
-10% -$739K 0.01% 877
2025
Q3 		$7.72M Buy
274,194
+73,918
+37% +$1.75M 0.01% 753
2025
Q2 		$3.72M Sell
200,276
-249,813
-56% -$3.29M 0.01% 1036
2025
Q1 		$5.23M Buy
450,089
+9,932
+2% +$143K 0.01% 819
2024
Q4 		$6.78M Buy
440,157
+52,582
+14% +$683K 0.01% 695
2024
Q3 		$3.05M Buy
387,575
+677
+0.2% +$4.92K 0.01% 890
2024
Q2 		$2.56M Buy
386,898
+25,996
+7% +$183K 0.01% 894
2024
Q1 		$2.63M Buy
360,902
+249,352
+224% +$1.98M 0.01% 853
2023
Q4 		$1.11M Buy
111,550
+58,044
+108% +$461K ﹤0.01% 1129
2023
Q3 		$428K Buy
+53,506
New +$471K ﹤0.01% 1520

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return