WIA
SOFI icon

Westbourne Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Westbourne Investment 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 		$5.95M Buy
332,102
+52,559
+19% +$890K 1.64% 21
2026
Q1 		$4.44M Buy
279,543
+21,846
+8% +$460K 1.29% 26
2025
Q4 		$6.75M Buy
257,697
+3,533
+1% +$98.4K 1.86% 19
2025
Q3 		$6.72M Buy
+254,164
New +$6.03M 1.87% 19

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westbourne Investment Advisors's SOFI Position: Q2 2026 in Review

Westbourne Investment Advisors increased its SoFi Technologies (SOFI) stake by 19% in Q2 2026, buying an estimated $890K and bringing the position to 332,102 shares worth $5.95M. The position accounts for 1.64% of the portfolio, ranked #21.

Westbourne Investment Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.75M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Westbourne Investment Advisors held 332,102 shares of SoFi Technologies worth $5.95M as of Q2 2026.
  • Westbourne Investment Advisors bought 52,559 SoFi Technologies shares in Q2 2026, an estimated $890K.
  • SoFi Technologies made up 1.64% of Westbourne Investment Advisors's portfolio in Q2 2026, its #21 holding.
  • Westbourne Investment Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Westbourne Investment Advisors's SoFi Technologies position peaked at $6.75M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.