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Wealthspan Partners’s SoFi Technologies SOFI Stock Holding History

Wealthspan 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 		$598K Buy
33,327
+3,880
+13% +$65.7K 0.19% 76
2026
Q1 		$468K Buy
29,447
+10,546
+56% +$222K 0.16% 82
2025
Q4 		$495K Buy
18,901
+450
+2% +$12.5K 0.18% 79
2025
Q3 		$487K Sell
18,451
-3,355
-15% -$79.6K 0.19% 80
2025
Q2 		$397K Buy
21,806
+195
+0.9% +$2.57K 0.16% 81
2025
Q1 		$251K Buy
21,611
+1,850
+9% +$26.7K 0.12% 98
2024
Q4 		$304K Buy
19,761
+2,645
+15% +$34.4K 0.15% 87
2024
Q3 		$135K Buy
17,116
+6,000
+54% +$43.6K 0.07% 107
2024
Q2 		$73.5K Buy
+11,116
New +$78.4K 0.04% 103

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

Wealthspan Partners's SOFI Position: Q2 2026 in Review

Wealthspan Partners increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $65.7K and bringing the position to 33,327 shares worth $598K. The position accounts for 0.19% of the portfolio, ranked #76.

Wealthspan Partners first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wealthspan Partners held 33,327 shares of SoFi Technologies worth $598K as of Q2 2026.
  • Wealthspan Partners bought 3,880 SoFi Technologies shares in Q2 2026, an estimated $65.7K.
  • SoFi Technologies made up 0.19% of Wealthspan Partners's portfolio in Q2 2026, its #76 holding.
  • Wealthspan Partners first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.