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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
2024
Q2 		– Sell
-40,000
Closed -$292K – 1375
2024
Q1 		$292K Hold
40,000
– – ﹤0.01% 1121
2023
Q4 		$398K Hold
40,000
– – ﹤0.01% 975
2023
Q3 		$320K Hold
40,000
– – ﹤0.01% 1039
2023
Q2 		$334K Buy
+40,000
New +$261K 0.01% 855

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Beacon Pointe Advisors's SOFI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its SoFi Technologies (SOFI) stake by 96% in Q1 2026, buying an estimated $526K and bringing the position to 50,901 shares worth $808K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Beacon Pointe Advisors first reported a position in SOFI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.68M in Q4 2024. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Beacon Pointe Advisors held 50,901 shares of SoFi Technologies worth $808K as of Q1 2026.
  • Beacon Pointe Advisors bought 24,944 SoFi Technologies shares in Q1 2026, an estimated $526K.
  • SoFi Technologies made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1080 holding.
  • Beacon Pointe Advisors first reported a position in SoFi Technologies in Q1 2022 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's SoFi Technologies position peaked at $2.68M in Q4 2024.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.