AlphaCore Capital’s SoFi Technologies SOFI Stock Holding History

AlphaCore Capital’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	$1.01M	Buy	56,607 +20,250	+56%	+$343K	0.02%	464
2026 Q1	$577K	Buy	36,357 +25,161	+225%	+$530K	0.01%	511
2025 Q4	$293K	Buy	+11,196	New	+$312K	0.01%	811

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

AlphaCore Capital's SOFI Position: Q2 2026 in Review

AlphaCore Capital increased its SoFi Technologies (SOFI) stake by 56% in Q2 2026, buying an estimated $343K and bringing the position to 56,607 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #464.

AlphaCore Capital first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

AlphaCore Capital held 56,607 shares of SoFi Technologies worth $1.01M as of Q2 2026.
AlphaCore Capital bought 20,250 SoFi Technologies shares in Q2 2026, an estimated $343K.
SoFi Technologies made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #464 holding.
AlphaCore Capital first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.