AlphaCore Capital
SOFI icon

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
Q3 		$1.04M Buy
66,182
+9,575
+17% +$169K 0.02% 513
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

AlphaCore Capital's SOFI Position: Q3 2026 in Review

AlphaCore Capital increased its SoFi Technologies (SOFI) stake by 17% in Q3 2026, buying an estimated $169K and bringing the position to 66,182 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #513.

AlphaCore Capital first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • AlphaCore Capital held 66,182 shares of SoFi Technologies worth $1.04M as of Q3 2026.
  • AlphaCore Capital bought 9,575 SoFi Technologies shares in Q3 2026, an estimated $169K.
  • SoFi Technologies made up 0.02% of AlphaCore Capital's portfolio in Q3 2026, its #513 holding.
  • AlphaCore Capital first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.