WAG
SOFI icon

Wilkerson Advisory Group’s SoFi Technologies SOFI Stock Holding History

Wilkerson Advisory Group’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 		$90 Hold
5
– – ﹤0.01% 611
2026
Q1 		$79 Sell
5
-3
-38% -$63 ﹤0.01% 602
2025
Q4 		$209 Buy
+8
New +$223 ﹤0.01% 565

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

Wilkerson Advisory Group's SOFI Position: Q2 2026 in Review

Wilkerson Advisory Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 5 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Wilkerson Advisory Group first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $209 in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wilkerson Advisory Group held 5 shares of SoFi Technologies worth $90 as of Q2 2026.
  • Wilkerson Advisory Group left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #611 holding.
  • Wilkerson Advisory Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's SoFi Technologies position peaked at $209 in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.