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Xcel Wealth Management’s SoFi Technologies SOFI Stock Holding History

Xcel Wealth Management’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 		$4.84M Buy
269,738
+110,773
+70% +$1.88M 1.15% 26
2026
Q1 		$2.52M Buy
158,965
+89,033
+127% +$1.88M 0.7% 42
2025
Q4 		$1.83M Sell
69,932
-1,000
-1% -$27.9K 0.47% 55
2025
Q3 		$1.87M Buy
70,932
+392
+0.6% +$9.3K 0.49% 50
2025
Q2 		$1.28M Sell
70,540
-2,860
-4% -$37.7K 0.37% 57
2025
Q1 		$854K Buy
73,400
+1,680
+2% +$24.2K 0.27% 69
2024
Q4 		$1.1M Sell
71,720
-300
-0.4% -$3.9K 0.31% 59
2024
Q3 		$566K Buy
72,020
+4,000
+6% +$29.1K 0.17% 82
2024
Q2 		$450K Buy
68,020
+8,250
+14% +$58.2K 0.14% 86
2024
Q1 		$436K Buy
59,770
+48,470
+429% +$385K 0.14% 86
2023
Q4 		$112K Hold
11,300
– – 0.04% 114
2023
Q3 		$90.3K Sell
11,300
-13,980
-55% -$123K 0.04% 105
2023
Q2 		$211K Sell
25,280
-500
-2% -$3.26K 0.07% 128
2023
Q1 		$156K Hold
25,780
– – 0.06% 129
2022
Q4 		$119K Sell
25,780
-200
-0.8% -$992 0.05% 128
2022
Q3 		$127K Buy
25,980
+5,250
+25% +$33.2K 0.05% 117
2022
Q2 		$109K Sell
20,730
-1,300
-6% -$8.79K 0.04% 120
2022
Q1 		$208K Buy
+22,030
New +$253K 0.06% 133

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

Xcel Wealth Management's SOFI Position: Q2 2026 in Review

Xcel Wealth Management increased its SoFi Technologies (SOFI) stake by 70% in Q2 2026, buying an estimated $1.88M and bringing the position to 269,738 shares worth $4.84M. The position accounts for 1.15% of the portfolio, ranked #26.

Xcel Wealth Management first reported a position in SOFI in Q1 2022 and has held it in 18 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Xcel Wealth Management held 269,738 shares of SoFi Technologies worth $4.84M as of Q2 2026.
  • Xcel Wealth Management bought 110,773 SoFi Technologies shares in Q2 2026, an estimated $1.88M.
  • SoFi Technologies made up 1.15% of Xcel Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Xcel Wealth Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 18 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.