West Paces Advisors
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West Paces Advisors’s SoFi Technologies SOFI Stock Holding History

West Paces 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
Q3 		$283 Buy
18
+9
+100% +$158 ﹤0.01% 682
2026
Q2 		$161 Buy
+9
New +$152 ﹤0.01% 748
2024
Q4 		– Sell
-45
Closed -$354 – 574
2024
Q3 		$354 Hold
45
– – ﹤0.01% 525
2024
Q2 		$297 Hold
45
– – ﹤0.01% 548
2024
Q1 		$329 Hold
45
– – ﹤0.01% 563
2023
Q4 		$448 Hold
45
– – ﹤0.01% 569
2023
Q3 		$360 Hold
45
– – ﹤0.01% 503
2023
Q2 		$375 Hold
45
– – ﹤0.01% 532
2023
Q1 		$273 Hold
45
– – ﹤0.01% 543
2022
Q4 		$207 Hold
45
– – ﹤0.01% 524
2022
Q3 		$220 Sell
45
-75
-63% -$475 ﹤0.01% 515
2022
Q2 		$632 Hold
120
– – ﹤0.01% 543
2022
Q1 		$1.13K Buy
120
+30
+33% +$345 ﹤0.01% 524
2021
Q4 		$1.42K Buy
90
+20
+29% +$367 ﹤0.01% 534
2021
Q3 		$1.11K Buy
+70
New +$1.1K ﹤0.01% 552

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Provident Living Financial Services
Provident Living Financial Services Lehi, Utah $103M AUM 15.69% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

West Paces Advisors's SOFI Position: Q3 2026 in Review

West Paces Advisors increased its SoFi Technologies (SOFI) stake by 100% in Q3 2026, buying an estimated $158 and bringing the position to 18 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #682.

West Paces Advisors first reported a position in SOFI in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.42K in Q4 2021. 382 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • West Paces Advisors held 18 shares of SoFi Technologies worth $283 as of Q3 2026.
  • West Paces Advisors bought 9 SoFi Technologies shares in Q3 2026, an estimated $158.
  • SoFi Technologies made up ﹤0.01% of West Paces Advisors's portfolio in Q3 2026, its #682 holding.
  • West Paces Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 15 quarters since.
  • West Paces Advisors's SoFi Technologies position peaked at $1.42K in Q4 2021.
  • 382 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.