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Wolff Wiese Magana’s SoFi Technologies SOFI Stock Holding History

Wolff Wiese Magana’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 		$108K Sell
6,000
-600
-9% -$10.2K 0.05% 169
2026
Q1 		$105K Hold
6,600
– – 0.06% 149
2025
Q4 		$173K Hold
6,600
– – 0.09% 113
2025
Q3 		$174K Hold
6,600
– – 0.1% 118
2025
Q2 		$120K Hold
6,600
– – 0.07% 133
2025
Q1 		$76.8K Sell
6,600
-3,640
-36% -$52.5K 0.05% 156
2024
Q4 		$158K Sell
10,240
-415
-4% -$5.39K 0.1% 112
2024
Q3 		$83.7K Hold
10,655
– – 0.06% 149
2024
Q2 		$70.4K Sell
10,655
-57,573
-84% -$406K 0.06% 138
2024
Q1 		$498K Buy
68,228
+1,286
+2% +$10.2K 0.43% 55
2023
Q4 		$666K Sell
66,942
-17,318
-21% -$138K 0.63% 47
2023
Q3 		$673K Sell
84,260
-31,086
-27% -$273K 0.55% 56
2023
Q2 		$962K Buy
115,346
+2,157
+2% +$14.1K 0.74% 47
2023
Q1 		$687K Sell
113,189
-1,221
-1% -$7.4K 0.56% 50
2022
Q4 		$527K Sell
114,410
-225
-0.2% -$1.12K 0.45% 53
2022
Q3 		$559K Sell
114,635
-6,080
-5% -$38.5K 0.45% 55
2022
Q2 		$636K Buy
120,715
+62,876
+109% +$425K 0.46% 55
2022
Q1 		$547K Buy
57,839
+26,962
+87% +$310K 0.37% 63
2021
Q4 		$488K Buy
+30,877
New +$567K 0.32% 75

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

Wolff Wiese Magana's SOFI Position: Q2 2026 in Review

Wolff Wiese Magana reduced its SoFi Technologies (SOFI) stake by 9.1% in Q2 2026, selling an estimated $10.2K and leaving 6,000 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #169.

Wolff Wiese Magana first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $962K in Q2 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Wolff Wiese Magana held 6,000 shares of SoFi Technologies worth $108K as of Q2 2026.
  • Wolff Wiese Magana sold 600 SoFi Technologies shares in Q2 2026, an estimated $10.2K.
  • SoFi Technologies made up 0.05% of Wolff Wiese Magana's portfolio in Q2 2026, its #169 holding.
  • Wolff Wiese Magana first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Wolff Wiese Magana's SoFi Technologies position peaked at $962K in Q2 2023.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.