William Mack & Associates
SOFI icon

William Mack & Associates’s SoFi Technologies SOFI Stock Holding History

William Mack & Associates’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
Q3 		$1.21K Buy
+77
New +$1.36K ﹤0.01% 681

Other funds holding SOFI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

William Mack & Associates's SOFI Position: Q3 2026 in Review

William Mack & Associates opened a new position in SoFi Technologies (SOFI) in Q3 2026: 77 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings.

768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • William Mack & Associates held 77 shares of SoFi Technologies worth $1.21K as of Q3 2026.
  • SoFi Technologies was a new William Mack & Associates position in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of William Mack & Associates's portfolio in Q3 2026, its #681 holding.
  • 768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.