Wealthfront Advisers
SOFI icon

Wealthfront Advisers’s SoFi Technologies SOFI Stock Holding History

Wealthfront Advisers’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 		$4.24M Buy
236,417
+52,189
+28% +$884K 0.01% 472
2026
Q1 		$2.93M Buy
184,228
+17,594
+11% +$371K 0.01% 538
2025
Q4 		$4.36M Buy
166,634
+18,672
+13% +$520K 0.01% 430
2025
Q3 		$3.91M Buy
147,962
+7,631
+5% +$181K 0.01% 441
2025
Q2 		$2.56M Sell
140,331
-11,469
-8% -$151K 0.01% 515
2025
Q1 		$1.77M Buy
151,800
+27,456
+22% +$396K ﹤0.01% 567
2024
Q4 		$1.91M Buy
124,344
+20,215
+19% +$263K 0.01% 532
2024
Q3 		$818K Buy
104,129
+17,505
+20% +$127K ﹤0.01% 685
2024
Q2 		$573K Buy
86,624
+41,193
+91% +$290K ﹤0.01% 722
2024
Q1 		$332K Buy
45,431
+26,795
+144% +$213K ﹤0.01% 785
2023
Q4 		$185K Sell
18,636
-14,455
-44% -$115K ﹤0.01% 845
2023
Q3 		$264K Buy
33,091
+5,109
+18% +$44.9K ﹤0.01% 777
2023
Q2 		$233K Buy
27,982
+15,044
+116% +$98.1K ﹤0.01% 802
2023
Q1 		$78.5K Buy
+12,938
New +$78.5K ﹤0.01% 803

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

Wealthfront Advisers's SOFI Position: Q2 2026 in Review

Wealthfront Advisers increased its SoFi Technologies (SOFI) stake by 28% in Q2 2026, buying an estimated $884K and bringing the position to 236,417 shares worth $4.24M. The position accounts for 0.01% of the portfolio, ranked #472.

Wealthfront Advisers first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.36M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wealthfront Advisers held 236,417 shares of SoFi Technologies worth $4.24M as of Q2 2026.
  • Wealthfront Advisers bought 52,189 SoFi Technologies shares in Q2 2026, an estimated $884K.
  • SoFi Technologies made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #472 holding.
  • Wealthfront Advisers first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • Wealthfront Advisers's SoFi Technologies position peaked at $4.36M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.