West Financial Advisors’s SoFi Technologies SOFI Stock Holding History

West Financial Advisors’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	$879	Hold	49	–	–	﹤0.01%	201
2026 Q1	$779	Hold	49	–	–	﹤0.01%	177
2025 Q4	$1.28K	Hold	49	–	–	﹤0.01%	212
2025 Q3	$1.29K	Hold	49	–	–	﹤0.01%	171
2025 Q2	$893	Hold	49	–	–	﹤0.01%	195
2025 Q1	$570	Hold	49	–	–	﹤0.01%	194
2024 Q4	$755	Hold	49	–	–	﹤0.01%	191
2024 Q3	$386	Hold	49	–	–	﹤0.01%	182
2024 Q2	$324	Hold	49	–	–	﹤0.01%	155
2024 Q1	$358	Hold	49	–	–	﹤0.01%	149
2023 Q4	$488	Hold	49	–	–	﹤0.01%	153
2023 Q3	$392	Hold	49	–	–	﹤0.01%	195
2023 Q2	$409	Hold	49	–	–	﹤0.01%	178
2023 Q1	$298	Buy	+49	New	+$297	﹤0.01%	161

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

West Financial Advisors's SOFI Position: Q2 2026 in Review

West Financial Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 49 shares worth $879. The position accounts for ﹤0.01% of the portfolio, ranked #201.

West Financial Advisors first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.29K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

West Financial Advisors held 49 shares of SoFi Technologies worth $879 as of Q2 2026.
West Financial Advisors left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #201 holding.
West Financial Advisors first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
West Financial Advisors's SoFi Technologies position peaked at $1.29K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.