AAP
SOFI icon

Arax Advisory Partners’s SoFi Technologies SOFI Stock Holding History

Arax Advisory Partners’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 		$12.4M Buy
693,356
+672,906
+3,290% +$11.4M 0.08% 264
2026
Q1 		$325K Buy
20,450
+10,179
+99% +$215K 0.01% 833
2025
Q4 		$269K Sell
10,271
-399
-4% -$11.1K 0.01% 891
2025
Q3 		$282K Buy
10,670
+2,763
+35% +$65.6K ﹤0.01% 1116
2025
Q2 		$144K Buy
7,907
+368
+5% +$4.85K 0.01% 784
2025
Q1 		$87.7K Buy
7,539
+2,480
+49% +$35.7K 0.01% 764
2024
Q4 		$77.9K Sell
5,059
-692
-12% -$8.99K ﹤0.01% 755
2024
Q3 		$45.2K Hold
5,751
– – ﹤0.01% 755
2024
Q2 		$38K Buy
5,751
+1,449
+34% +$10.2K ﹤0.01% 748
2024
Q1 		$31.4K Buy
4,302
+53
+1% +$421 ﹤0.01% 583
2023
Q4 		$42.3K Buy
4,249
+177
+4% +$1.41K ﹤0.01% 510
2023
Q3 		$32.5K Hold
4,072
– – ﹤0.01% 517
2023
Q2 		$34K Buy
4,072
+82
+2% +$535 ﹤0.01% 512
2023
Q1 		$24.2K Buy
3,990
+300
+8% +$1.82K ﹤0.01% 556
2022
Q4 		$17K Buy
3,690
+170
+5% +$843 ﹤0.01% 585
2022
Q3 		$17K Buy
3,520
+407
+13% +$2.58K ﹤0.01% 591
2022
Q2 		$16K Sell
3,113
-156
-5% -$1.05K ﹤0.01% 590
2022
Q1 		$31K Buy
3,269
+3,047
+1,373% +$35K ﹤0.01% 523
2021
Q4 		$4K Buy
+222
New +$4.07K ﹤0.01% 816
2021
Q3 		– Sell
-25
Closed – – 1068
2021
Q2 		$0 Buy
+25
New +$463 ﹤0.01% 933

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

Arax Advisory Partners's SOFI Position: Q2 2026 in Review

Arax Advisory Partners increased its SoFi Technologies (SOFI) stake by 3,290% in Q2 2026, buying an estimated $11.4M and bringing the position to 693,356 shares worth $12.4M. The position accounts for 0.08% of the portfolio, ranked #264.

Arax Advisory Partners first reported a position in SOFI in Q2 2021 and has held it in 20 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Arax Advisory Partners held 693,356 shares of SoFi Technologies worth $12.4M as of Q2 2026.
  • Arax Advisory Partners bought 672,906 SoFi Technologies shares in Q2 2026, an estimated $11.4M.
  • SoFi Technologies made up 0.08% of Arax Advisory Partners's portfolio in Q2 2026, its #264 holding.
  • Arax Advisory Partners first reported a position in SoFi Technologies in Q2 2021 and has held it in 20 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.