Wedbush Securities’s SoFi Technologies SOFI Stock Holding History

Wedbush Securities’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	$216K	Buy	+12,045	New	+$204K	0.01%	1169
2024 Q2	–	Sell	-10,700	Closed	-$78K	–	1283
2024 Q1	$78K	Buy	+10,700	New	+$85K	﹤0.01%	1192
2023 Q2	–	Sell	-17,000	Closed	-$103K	–	1122
2023 Q1	$103K	Sell	17,000 -2,100	-11%	-$12.7K	0.01%	1011
2022 Q4	$88K	Sell	19,100 -17,407	-48%	-$86.3K	﹤0.01%	997
2022 Q3	$178K	Buy	36,507 +900	+3%	+$5.69K	0.01%	915
2022 Q2	$188K	Buy	+35,607	New	+$241K	0.01%	941
2022 Q1	–	Sell	-25,882	Closed	-$409K	–	1194
2021 Q4	$409K	Buy	25,882 +10,290	+66%	+$189K	0.02%	721
2021 Q3	$248K	Buy	15,592 +3,132	+25%	+$49.1K	0.01%	960
2021 Q2	$239K	Sell	12,460 -20,700	-62%	-$384K	0.01%	978
2021 Q1	$569K	Buy	+33,160	New	+$655K	0.03%	536

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

Wedbush Securities's SOFI Position: Q2 2026 in Review

Wedbush Securities opened a new position in SoFi Technologies (SOFI) in Q2 2026: 12,045 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #1169 among its holdings. This is a return to the name: Wedbush Securities previously reported a position in SOFI as recently as Q1 2024.

Wedbush Securities first reported a position in SOFI in Q1 2021 and has held it in 10 quarters since. The position peaked at $569K in Q1 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Wedbush Securities held 12,045 shares of SoFi Technologies worth $216K as of Q2 2026.
SoFi Technologies was a new Wedbush Securities position in Q2 2026.
SoFi Technologies made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1169 holding.
Wedbush Securities first reported a position in SoFi Technologies in Q1 2021 and has held it in 10 quarters since.
Wedbush Securities's SoFi Technologies position peaked at $569K in Q1 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.