WealthCollab’s SoFi Technologies SOFI Stock Holding History

WealthCollab’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	$71.7K	Hold	4,000	–	–	0.03%	193
2026 Q1	$63.5K	Hold	4,000	–	–	0.03%	181
2025 Q4	$105K	Hold	4,000	–	–	0.04%	118
2025 Q3	$106K	Hold	4,000	–	–	0.05%	107
2025 Q2	$72.8K	Hold	4,000	–	–	0.04%	139
2025 Q1	$46.5K	Hold	4,000	–	–	0.03%	172
2024 Q4	$61.6K	Hold	4,000	–	–	0.04%	142
2024 Q3	$31.4K	Hold	4,000	–	–	0.02%	226
2024 Q2	$26.4K	Hold	4,000	–	–	0.02%	244
2024 Q1	$29.2K	Buy	+4,000	New	+$31.8K	0.02%	232

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

WealthCollab's SOFI Position: Q2 2026 in Review

WealthCollab held its SoFi Technologies (SOFI) position steady in Q2 2026 at 4,000 shares worth $71.7K. The position accounts for 0.03% of the portfolio, ranked #193.

WealthCollab first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $106K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

WealthCollab held 4,000 shares of SoFi Technologies worth $71.7K as of Q2 2026.
WealthCollab left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.03% of WealthCollab's portfolio in Q2 2026, its #193 holding.
WealthCollab first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
WealthCollab's SoFi Technologies position peaked at $106K in Q3 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.