Avestar Capital
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
Q3 		– Sell
-15,724
Closed -$282K – 591
2026
Q2 		$282K Sell
15,724
-111
-0.7% -$1.88K 0.02% 476
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% -$9.9K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Avestar Capital's SOFI Position: Q3 2026 in Review

Avestar Capital sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 15,724 shares — an estimated $282K sold.

Avestar Capital first reported a position in SOFI in Q3 2021 and held it in 20 quarters. The position peaked at $1.33M in Q3 2021. 634 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Avestar Capital reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
  • Avestar Capital sold 15,724 SoFi Technologies shares in Q3 2026, an estimated $282K.
  • Avestar Capital first reported a position in SoFi Technologies in Q3 2021 and held it in 20 quarters.
  • Avestar Capital's SoFi Technologies position peaked at $1.33M in Q3 2021.
  • 634 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.