Winch Advisory Services’s SoFi Technologies SOFI Stock Holding History

Winch 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 Q3	$9.04K	Buy	+575	New	+$10.1K	﹤0.01%	352

Other funds holding SOFI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Winch Advisory Services's SOFI Position: Q3 2026 in Review

Winch Advisory Services opened a new position in SoFi Technologies (SOFI) in Q3 2026: 575 shares worth $9.04K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings.

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

Winch Advisory Services held 575 shares of SoFi Technologies worth $9.04K as of Q3 2026.
SoFi Technologies was a new Winch Advisory Services position in Q3 2026.
SoFi Technologies made up ﹤0.01% of Winch Advisory Services's portfolio in Q3 2026, its #352 holding.
471 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Winch Advisory Services's 13F filing for Q3 2026, filed 6 Nov 2026.