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Aptus Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Aptus Capital 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 		$538K Sell
30,008
-2,346
-7% -$39.7K ﹤0.01% 768
2026
Q1 		$514K Buy
32,354
+1,186
+4% +$25K ﹤0.01% 711
2025
Q4 		$816K Buy
31,168
+2,458
+9% +$68.5K 0.01% 620
2025
Q3 		$759K Sell
28,710
-2,326
-7% -$55.2K 0.01% 604
2025
Q2 		$565K Buy
31,036
+1,066
+4% +$14.1K ﹤0.01% 650
2025
Q1 		$349K Sell
29,970
-3,526
-11% -$50.8K ﹤0.01% 740
2024
Q4 		$516K Sell
33,496
-221,143
-87% -$2.87M 0.01% 626
2024
Q3 		$2M Sell
254,639
-3,926
-2% -$28.5K 0.03% 315
2024
Q2 		$1.71M Buy
258,565
+7,740
+3% +$54.6K 0.03% 315
2024
Q1 		$1.83M Buy
250,825
+12,097
+5% +$96.1K 0.03% 309
2023
Q4 		$2.38M Buy
+238,728
New +$1.9M 0.07% 208

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

Aptus Capital Advisors's SOFI Position: Q2 2026 in Review

Aptus Capital Advisors reduced its SoFi Technologies (SOFI) stake by 7.3% in Q2 2026, selling an estimated $39.7K and leaving 30,008 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Aptus Capital Advisors first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.38M in Q4 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Aptus Capital Advisors held 30,008 shares of SoFi Technologies worth $538K as of Q2 2026.
  • Aptus Capital Advisors sold 2,346 SoFi Technologies shares in Q2 2026, an estimated $39.7K.
  • SoFi Technologies made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #768 holding.
  • Aptus Capital Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Aptus Capital Advisors's SoFi Technologies position peaked at $2.38M in Q4 2023.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.