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AlphaStar Capital Management’s SoFi Technologies SOFI Stock Holding History

AlphaStar Capital 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 		$14.3M Buy
796,761
+518,167
+186% +$8.78M 0.91% 21
2026
Q1 		$4.42M Buy
278,594
+229,163
+464% +$4.83M 0.33% 45
2025
Q4 		$1.29M Buy
49,431
+69
+0.1% +$1.92K 0.1% 98
2025
Q3 		$1.3M Sell
49,362
-27,724
-36% -$658K 0.11% 84
2025
Q2 		$1.4M Sell
77,086
-238,647
-76% -$3.15M 0.1% 138
2025
Q1 		$3.67M Buy
315,733
+16,287
+5% +$235K 0.37% 42
2024
Q4 		$4.61M Sell
299,446
-453,652
-60% -$5.89M 0.48% 29
2024
Q3 		$5.92M Buy
+753,098
New +$5.47M 0.47% 33
2024
Q1 		– Sell
-377,890
Closed -$3.76M – 313
2023
Q4 		$3.76M Buy
377,890
+107,260
+40% +$853K 0.34% 40
2023
Q3 		$2.16M Sell
270,630
-149,816
-36% -$1.32M 0.27% 46
2023
Q2 		$3.51M Buy
420,446
+240,102
+133% +$1.57M 0.4% 32
2023
Q1 		$1.7M Sell
180,344
-9,990
-5% -$60.6K 0.14% 99
2022
Q4 		$877 Buy
190,334
+4,919
+3% +$24.4K ﹤0.01% 321
2022
Q3 		$905K Buy
185,415
+36,499
+25% +$231K 0.1% 132
2022
Q2 		$785K Buy
148,916
+47,582
+47% +$322K 0.07% 178
2022
Q1 		$958K Buy
101,334
+39,072
+63% +$449K 0.08% 173
2021
Q4 		$950K Buy
62,262
+21,524
+53% +$395K 0.08% 185
2021
Q3 		$647K Buy
+40,738
New +$639K 0.04% 240

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

AlphaStar Capital Management's SOFI Position: Q2 2026 in Review

AlphaStar Capital Management increased its SoFi Technologies (SOFI) stake by 186% in Q2 2026, buying an estimated $8.78M and bringing the position to 796,761 shares worth $14.3M. The position accounts for 0.91% of the portfolio, ranked #21.

AlphaStar Capital Management first reported a position in SOFI in Q3 2021 and has held it in 18 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • AlphaStar Capital Management held 796,761 shares of SoFi Technologies worth $14.3M as of Q2 2026.
  • AlphaStar Capital Management bought 518,167 SoFi Technologies shares in Q2 2026, an estimated $8.78M.
  • SoFi Technologies made up 0.91% of AlphaStar Capital Management's portfolio in Q2 2026, its #21 holding.
  • AlphaStar Capital Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 18 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.