Wedmont Private Capital’s SoFi Technologies SOFI Stock Holding History

Wedmont Private Capital’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	$473K	Buy	25,195 +3,130	+14%	+$53K	0.01%	570
2026 Q1	$364K	Sell	22,065 -5,478	-20%	-$115K	0.01%	604
2025 Q4	$744K	Buy	27,543 +3,457	+14%	+$96.3K	0.03%	365
2025 Q3	$678K	Buy	24,086 +2,593	+12%	+$61.5K	0.03%	363
2025 Q2	$435K	Buy	21,493 +879	+4%	+$11.6K	0.02%	467
2025 Q1	$221K	Buy	20,614 +2,299	+13%	+$33.1K	0.01%	619
2024 Q4	$259K	Buy	18,315 +3,486	+24%	+$45.3K	0.01%	582
2024 Q3	$123K	Buy	+14,829	New	+$108K	0.01%	650
2024 Q2	–	Sell	-10,452	Closed	-$82.5K	–	670
2024 Q1	$82.5K	Sell	10,452 -1,616	-13%	-$12.8K	0.01%	595
2023 Q4	$103K	Buy	12,068 +1,411	+13%	+$11.2K	0.01%	556
2023 Q3	$87.2K	Buy	+10,657	New	+$93.7K	0.01%	495

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 $3.38T AUM 44.17% 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

Wedmont Private Capital's SOFI Position: Q2 2026 in Review

Wedmont Private Capital increased its SoFi Technologies (SOFI) stake by 14% in Q2 2026, buying an estimated $53K and bringing the position to 25,195 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #570.

Wedmont Private Capital first reported a position in SOFI in Q3 2023 and has held it in 11 quarters since. The position peaked at $744K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Wedmont Private Capital held 25,195 shares of SoFi Technologies worth $473K as of Q2 2026.
Wedmont Private Capital bought 3,130 SoFi Technologies shares in Q2 2026, an estimated $53K.
SoFi Technologies made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #570 holding.
Wedmont Private Capital first reported a position in SoFi Technologies in Q3 2023 and has held it in 11 quarters since.
Wedmont Private Capital's SoFi Technologies position peaked at $744K in Q4 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.