Westco Advisory Services’s SoFi Technologies SOFI Stock Holding History

Westco Advisory Services’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	-15,019	Closed	-$239K	–	105
2026 Q1	$239K	Sell	15,019 -800	-5%	-$16.9K	0.15%	91
2025 Q4	$414K	Buy	+15,819	New	+$441K	0.25%	61

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

Westco Advisory Services's SOFI Position: Q2 2026 in Review

Westco Advisory Services sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 15,019 shares — an estimated $239K sold.

Westco Advisory Services first reported a position in SOFI in Q4 2025 and held it in 2 quarters. The position peaked at $414K in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Westco Advisory Services reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Westco Advisory Services sold 15,019 SoFi Technologies shares in Q2 2026, an estimated $239K.
Westco Advisory Services first reported a position in SoFi Technologies in Q4 2025 and held it in 2 quarters.
Westco Advisory Services's SoFi Technologies position peaked at $414K in Q4 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.