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Ancora Advisors’s SoFi Technologies SOFI Stock Holding History

Ancora Advisors’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 		$182K Buy
10,163
+7,358
+262% +$125K ﹤0.01% 744
2026
Q1 		$44.5K Buy
2,805
+1,773
+172% +$37.4K ﹤0.01% 1192
2025
Q4 		$27K Buy
+1,032
New +$28.8K ﹤0.01% 1408
2025
Q3 		– Sell
-11,950
Closed -$218K – 2050
2025
Q2 		$218K Buy
11,950
+11,250
+1,607% +$148K ﹤0.01% 703
2025
Q1 		$8.14K Hold
700
– – ﹤0.01% 1344
2024
Q4 		$10.8K Sell
700
-4,640
-87% -$60.3K ﹤0.01% 1321
2024
Q3 		$42K Hold
5,340
– – ﹤0.01% 1028
2024
Q2 		$35.3K Sell
5,340
-60
-1% -$423 ﹤0.01% 1036
2024
Q1 		$39.4K Sell
5,400
-267
-5% -$2.12K ﹤0.01% 1014
2023
Q4 		$56.4K Hold
5,667
– – ﹤0.01% 916
2023
Q3 		$45.3K Hold
5,667
– – ﹤0.01% 936
2023
Q2 		$47.3K Buy
5,667
+5,000
+750% +$32.6K ﹤0.01% 918
2023
Q1 		$4.05K Hold
667
– – ﹤0.01% 1431
2022
Q4 		$3K Buy
667
+600
+896% +$2.98K ﹤0.01% 1550
2022
Q3 		$0 Sell
67
-33
-33% -$209 ﹤0.01% 2154
2022
Q2 		$1K Sell
100
-3,570
-97% -$24.1K ﹤0.01% 2096
2022
Q1 		$35K Buy
3,670
+570
+18% +$6.55K ﹤0.01% 1394
2021
Q4 		$49K Hold
3,100
– – ﹤0.01% 1281
2021
Q3 		$49K Buy
3,100
+600
+24% +$9.4K ﹤0.01% 1199
2021
Q2 		$48K Buy
2,500
+1,000
+67% +$18.5K ﹤0.01% 1121
2021
Q1 		$26K Buy
+1,500
New +$29.6K ﹤0.01% 1232

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

Ancora Advisors's SOFI Position: Q2 2026 in Review

Ancora Advisors increased its SoFi Technologies (SOFI) stake by 262% in Q2 2026, buying an estimated $125K and bringing the position to 10,163 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Ancora Advisors first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $218K in Q2 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ancora Advisors held 10,163 shares of SoFi Technologies worth $182K as of Q2 2026.
  • Ancora Advisors bought 7,358 SoFi Technologies shares in Q2 2026, an estimated $125K.
  • SoFi Technologies made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #744 holding.
  • Ancora Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Ancora Advisors's SoFi Technologies position peaked at $218K in Q2 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.