Wellington-Altus USA’s SoFi Technologies SOFI Stock Holding History

Wellington-Altus USA’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	–	Sell	-800	Closed	-$14.3K	–	701
2026 Q1	$14.3K	Buy	+800	New	+$16.9K	0.01%	574

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

Wellington-Altus USA's SOFI Position: Q2 2026 in Review

Wellington-Altus USA sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 800 shares — an estimated $14.3K sold.

Wellington-Altus USA first reported a position in SOFI in Q1 2026 and held it in 1 quarter. The position peaked at $14.3K in Q1 2026. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Wellington-Altus USA reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Wellington-Altus USA sold 800 SoFi Technologies shares in Q2 2026, an estimated $14.3K.
Wellington-Altus USA first reported a position in SoFi Technologies in Q1 2026 and held it in 1 quarter.
Wellington-Altus USA's SoFi Technologies position peaked at $14.3K in Q1 2026.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.