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Beacon Pointe Advisors’s SoFi Technologies SOFI Stock Holding History

Beacon Pointe 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 		$949K Buy
52,919
+2,018
+4% +$34.2K ﹤0.01% 1059
2026
Q1 		$808K Buy
50,901
+24,944
+96% +$526K ﹤0.01% 1080
2025
Q4 		$680K Buy
25,957
+3,839
+17% +$107K ﹤0.01% 963
2025
Q3 		$584K Sell
22,118
-85,708
-79% -$2.03M ﹤0.01% 954
2025
Q2 		$1.96M Sell
107,826
-23,903
-18% -$315K 0.02% 488
2025
Q1 		$1.53M Sell
131,729
-42,145
-24% -$607K 0.02% 523
2024
Q4 		$2.68M Buy
173,874
+26,734
+18% +$347K 0.03% 397
2024
Q3 		$1.16M Sell
147,140
-29,520
-17% -$215K 0.01% 598
2024
Q2 		$1.17M Buy
176,660
+546
+0.3% +$3.85K 0.01% 601
2024
Q1 		$1.29M Buy
176,114
+71,991
+69% +$572K 0.01% 612
2023
Q4 		$1.04M Buy
104,123
+30,646
+42% +$244K 0.01% 654
2023
Q3 		$587K Buy
73,477
+13,097
+22% +$115K 0.01% 816
2023
Q2 		$504K Buy
60,380
+37,720
+166% +$246K 0.01% 714
2023
Q1 		$138K Sell
22,660
-37,654
-62% -$228K ﹤0.01% 1090
2022
Q4 		$278K Buy
60,314
+38,720
+179% +$192K 0.01% 888
2022
Q3 		$105K Buy
21,594
+402
+2% +$2.54K ﹤0.01% 962
2022
Q2 		$113K Buy
21,192
+1,609
+8% +$10.9K ﹤0.01% 1005
2022
Q1 		$185K Buy
+19,583
New +$225K ﹤0.01% 1134

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

Beacon Pointe Advisors's SOFI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its SoFi Technologies (SOFI) stake by 4% in Q2 2026, buying an estimated $34.2K and bringing the position to 52,919 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Beacon Pointe Advisors first reported a position in SOFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.68M in Q4 2024. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Beacon Pointe Advisors held 52,919 shares of SoFi Technologies worth $949K as of Q2 2026.
  • Beacon Pointe Advisors bought 2,018 SoFi Technologies shares in Q2 2026, an estimated $34.2K.
  • SoFi Technologies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1059 holding.
  • Beacon Pointe Advisors first reported a position in SoFi Technologies in Q1 2022 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's SoFi Technologies position peaked at $2.68M in Q4 2024.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.