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Wealthspire Advisors (New York)’s SoFi Technologies SOFI Stock Holding History

Wealthspire Advisors (New York)’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 		$3.91M Buy
+218,172
New +$3.7M 0.02% 303
2025
Q4 		– Sell
-3,105
Closed -$82K – 2612
2025
Q3 		$82K Buy
+3,105
New +$73.7K ﹤0.01% 1071

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s SOFI Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in SoFi Technologies (SOFI) in Q2 2026: 218,172 shares worth $3.91M. The stake represents 0.02% of the portfolio and ranks #303 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SOFI as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SOFI in Q3 2025 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wealthspire Advisors (New York) held 218,172 shares of SoFi Technologies worth $3.91M as of Q2 2026.
  • SoFi Technologies was a new Wealthspire Advisors (New York) position in Q2 2026.
  • SoFi Technologies made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #303 holding.
  • Wealthspire Advisors (New York) first reported a position in SoFi Technologies in Q3 2025 and has held it in 2 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.