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 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

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 Paces Advisors's SOFI Position: Q2 2026 in Review

West Paces Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 9 shares worth $161. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in SOFI as recently as Q3 2024.

West Paces Advisors first reported a position in SOFI in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.42K in Q4 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

West Paces Advisors held 9 shares of SoFi Technologies worth $161 as of Q2 2026.
SoFi Technologies was a new West Paces Advisors position in Q2 2026.
SoFi Technologies made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #748 holding.
West Paces Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 14 quarters since.
West Paces Advisors's SoFi Technologies position peaked at $1.42K in Q4 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.