Wealthcare Advisory Partners’s SoFi Technologies SOFI Stock Holding History

Wealthcare Advisory Partners’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	$484K	Buy	27,011 +4,007	+17%	+$67.9K	0.01%	720
2026 Q1	$365K	Buy	23,004 +10,954	+91%	+$231K	0.01%	804
2025 Q4	$315K	Sell	12,050 -338	-3%	-$9.42K	0.01%	852
2025 Q3	$327K	Sell	12,388 -183	-1%	-$4.34K	0.01%	821
2025 Q2	$229K	Buy	+12,571	New	+$166K	0.01%	892
2025 Q1	–	Sell	-14,199	Closed	-$219K	–	948
2024 Q4	$219K	Sell	14,199 -4,248	-23%	-$55.2K	0.01%	827
2024 Q3	$145K	Sell	18,447 -11,433	-38%	-$83.1K	﹤0.01%	850
2024 Q2	$198K	Buy	29,880 +3,214	+12%	+$22.7K	0.01%	796
2024 Q1	$195K	Buy	26,666 +9,283	+53%	+$73.7K	0.01%	772
2023 Q4	$173K	Buy	17,383 +4,112	+31%	+$32.7K	0.01%	723
2023 Q3	$106K	Sell	13,271 -2,275	-15%	-$20K	﹤0.01%	687
2023 Q2	$130K	Buy	+15,546	New	+$101K	0.01%	701
2023 Q1	–	Sell	-11,338	Closed	-$52.3K	–	739
2022 Q4	$52.3K	Buy	+11,338	New	+$56.2K	﹤0.01%	686

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wealthcare Advisory Partners's SOFI Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its SoFi Technologies (SOFI) stake by 17% in Q2 2026, buying an estimated $67.9K and bringing the position to 27,011 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #720.

Wealthcare Advisory Partners first reported a position in SOFI in Q4 2022 and has held it in 13 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Wealthcare Advisory Partners held 27,011 shares of SoFi Technologies worth $484K as of Q2 2026.
Wealthcare Advisory Partners bought 4,007 SoFi Technologies shares in Q2 2026, an estimated $67.9K.
SoFi Technologies made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #720 holding.
Wealthcare Advisory Partners first reported a position in SoFi Technologies in Q4 2022 and has held it in 13 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.