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White Wing Wealth Management’s SoFi Technologies SOFI Stock Holding History

White Wing Wealth Management’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 		$241K Buy
13,466
+484
+4% +$8.2K 0.13% 37
2026
Q1 		$206K Buy
12,982
+1,112
+9% +$23.4K 0.12% 36
2025
Q4 		$311K Buy
11,870
+50
+0.4% +$1.39K 0.19% 32
2025
Q3 		$304K Buy
11,820
+1,570
+15% +$37.3K 0.19% 29
2025
Q2 		$187K Buy
+10,250
New +$135K 0.13% 32

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

White Wing Wealth Management's SOFI Position: Q2 2026 in Review

White Wing Wealth Management increased its SoFi Technologies (SOFI) stake by 3.7% in Q2 2026, buying an estimated $8.2K and bringing the position to 13,466 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #37.

White Wing Wealth Management first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • White Wing Wealth Management held 13,466 shares of SoFi Technologies worth $241K as of Q2 2026.
  • White Wing Wealth Management bought 484 SoFi Technologies shares in Q2 2026, an estimated $8.2K.
  • SoFi Technologies made up 0.13% of White Wing Wealth Management's portfolio in Q2 2026, its #37 holding.
  • White Wing Wealth Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • White Wing Wealth Management's SoFi Technologies position peaked at $311K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on White Wing Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.