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
2024
Q4 		– Sell
-1,500
Closed -$2.18K – 3103
2024
Q3 		$2.18K Buy
1,500
+500
+50% +$3.63K ﹤0.01% 2770
2024
Q2 		$1.01K Hold
1,000
– – ﹤0.01% 2592
2024
Q1 		$1.96K Sell
1,000
-1,000
-50% -$7.94K ﹤0.01% 2456
2023
Q4 		$56 Sell
2,000
-2,000
-50% -$15.9K ﹤0.01% 2335
2023
Q3 		$1.84K Buy
+4,000
New +$35.2K ﹤0.01% 2242

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's SOFI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its SoFi Technologies (SOFI) stake by 6.2% in Q2 2026, selling an estimated $285K and leaving 254,077 shares worth $4.77M. The position accounts for 0.01% of the portfolio, ranked #1039.

Wealth Enhancement Advisory Services first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.72M in Q3 2025. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 254,077 shares of SoFi Technologies worth $4.77M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 16,845 SoFi Technologies shares in Q2 2026, an estimated $285K.
  • SoFi Technologies made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1039 holding.
  • Wealth Enhancement Advisory Services first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's SoFi Technologies position peaked at $7.72M in Q3 2025.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.