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World Investment Advisors’s SoFi Technologies SOFI Stock Holding History

World Investment Advisors’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 		$554K Sell
34,630
-7,726
-18% -$131K 0.01% 918
2026
Q1 		$673K Buy
42,356
+5,543
+15% +$117K 0.01% 857
2025
Q4 		$964K Buy
36,813
+5,287
+17% +$147K 0.02% 697
2025
Q3 		$833K Buy
31,526
+8,306
+36% +$197K 0.02% 619
2025
Q2 		$423K Sell
23,220
-598
-3% -$7.89K 0.01% 793
2025
Q1 		$277K Buy
23,818
+1,488
+7% +$21.4K 0.01% 894
2024
Q4 		$344K Buy
22,330
+585
+3% +$7.6K 0.01% 774
2024
Q3 		$171K Buy
21,745
+1,336
+7% +$9.71K 0.01% 883
2024
Q2 		$135K Hold
20,409
– – 0.01% 610
2024
Q1 		$149K Buy
20,409
+500
+3% +$3.97K 0.02% 385
2023
Q4 		$198K Hold
19,909
– – 0.03% 368
2023
Q3 		$159K Hold
19,909
– – 0.03% 254
2023
Q2 		$166K Buy
19,909
+5,606
+39% +$36.5K 0.03% 251
2023
Q1 		$86.8K Buy
+14,303
New +$86.7K 0.02% 238
2022
Q2 		– Sell
-10,903
Closed -$103K – 287
2022
Q1 		$103K Buy
+10,903
New +$125K 0.02% 265

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

World Investment Advisors's SOFI Position: Q2 2026 in Review

World Investment Advisors reduced its SoFi Technologies (SOFI) stake by 18% in Q2 2026, selling an estimated $131K and leaving 34,630 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #918.

World Investment Advisors first reported a position in SOFI in Q1 2022 and has held it in 15 quarters since. The position peaked at $964K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • World Investment Advisors held 34,630 shares of SoFi Technologies worth $554K as of Q2 2026.
  • World Investment Advisors sold 7,726 SoFi Technologies shares in Q2 2026, an estimated $131K.
  • SoFi Technologies made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #918 holding.
  • World Investment Advisors first reported a position in SoFi Technologies in Q1 2022 and has held it in 15 quarters since.
  • World Investment Advisors's SoFi Technologies position peaked at $964K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.