Worth Financial Advisory Group’s SoFi Technologies SOFI Stock Holding History

Worth Financial 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	$220K	Buy	+12,275	New	+$208K	0.09%	186
2026 Q1	–	Sell	-13,705	Closed	-$359K	–	160
2025 Q4	$359K	Buy	13,705 +180	+1%	+$5.02K	0.17%	130
2025 Q3	$357K	Sell	13,525 -75	-0.6%	-$1.78K	0.2%	108
2025 Q2	$248K	Sell	13,600 -10	-0.1%	-$132	0.15%	131
2025 Q1	$158K	Hold	13,610	–	–	0.1%	153
2024 Q4	$210K	Sell	13,610 -150	-1%	-$1.95K	0.13%	150
2024 Q3	$108K	Buy	13,760 +350	+3%	+$2.54K	0.06%	164
2024 Q2	$88.6K	Hold	13,410	–	–	0.06%	147
2024 Q1	$97.9K	Buy	13,410 +150	+1%	+$1.19K	0.07%	137
2023 Q4	$132K	Sell	13,260 -525	-4%	-$4.17K	0.11%	129
2023 Q3	$110K	Buy	13,785 +250	+2%	+$2.2K	0.1%	122
2023 Q2	$113K	Sell	13,535 -150	-1%	-$978	0.1%	116
2023 Q1	$83.1K	Hold	13,685	–	–	0.08%	118
2022 Q4	$63.1K	Buy	+13,685	New	+$67.9K	0.07%	105

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Worth Financial Advisory Group's SOFI Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in SoFi Technologies (SOFI) in Q2 2026: 12,275 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in SOFI as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in SOFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $359K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Worth Financial Advisory Group held 12,275 shares of SoFi Technologies worth $220K as of Q2 2026.
SoFi Technologies was a new Worth Financial Advisory Group position in Q2 2026.
SoFi Technologies made up 0.09% of Worth Financial Advisory Group's portfolio in Q2 2026, its #186 holding.
Worth Financial Advisory Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 14 quarters since.
Worth Financial Advisory Group's SoFi Technologies position peaked at $359K in Q4 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.