AC
SOFI icon

Avestar Capital’s SoFi Technologies SOFI Stock Holding History

Avestar 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
Q2 		$282K Sell
15,724
-111
-0.7% -$1.88K 0.02% 475
2026
Q1 		$251K Buy
15,835
+44
+0.3% +$927 0.02% 461
2025
Q4 		$413K Sell
15,791
-906
-5% -$25.2K 0.03% 374
2025
Q3 		$441K Buy
16,697
+2,115
+15% +$50.2K 0.03% 360
2025
Q2 		$266K Hold
14,582
– – 0.02% 412
2025
Q1 		$170K Hold
14,582
– – 0.01% 461
2024
Q4 		$225K Hold
14,582
– – 0.02% 450
2024
Q3 		$115K Hold
14,582
– – 0.01% 455
2024
Q2 		$96.4K Hold
14,582
– – 0.01% 438
2024
Q1 		$106K Hold
14,582
– – 0.01% 442
2023
Q4 		$145K Sell
14,582
-750
-5% -$5.96K 0.02% 372
2023
Q3 		$123K Hold
15,332
– – 0.02% 350
2023
Q2 		$128K Hold
15,332
– – 0.02% 320
2023
Q1 		$93.1K Sell
15,332
-1,540
-9% -$9.34K 0.02% 308
2022
Q4 		$77.8K Sell
16,872
-11,198
-40% -$55.5K 0.01% 288
2022
Q3 		$137K Sell
28,070
-2,070
-7% -$13.1K 0.03% 260
2022
Q2 		$159K Sell
30,140
-43,712
-59% -$295K 0.04% 264
2022
Q1 		$698K Sell
73,852
-866
-1% -$9.95K 0.11% 171
2021
Q4 		$1.18M Sell
74,718
-8,952
-11% -$164K 0.14% 143
2021
Q3 		$1.33M Buy
+83,670
New +$1.31M 0.17% 143

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

Avestar Capital's SOFI Position: Q2 2026 in Review

Avestar Capital reduced its SoFi Technologies (SOFI) stake by 0.7% in Q2 2026, selling an estimated $1.88K and leaving 15,724 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #475.

Avestar Capital first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.33M in Q3 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Avestar Capital held 15,724 shares of SoFi Technologies worth $282K as of Q2 2026.
  • Avestar Capital sold 111 SoFi Technologies shares in Q2 2026, an estimated $1.88K.
  • SoFi Technologies made up 0.02% of Avestar Capital's portfolio in Q2 2026, its #475 holding.
  • Avestar Capital first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Avestar Capital's SoFi Technologies position peaked at $1.33M in Q3 2021.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.