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Brighton Jones LLC’s SoFi Technologies SOFI Stock Holding History

Brighton Jones LLC’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 		$11.2M Sell
623,977
-12,654
-2% -$214K 0.21% 67
2026
Q1 		$10.1M Buy
636,631
+5,072
+0.8% +$107K 0.22% 57
2025
Q4 		$16.5M Sell
631,559
-65,173
-9% -$1.82M 0.61% 27
2025
Q3 		$18.4M Sell
696,732
-19,967
-3% -$474K 0.44% 38
2025
Q2 		$13.1M Sell
716,699
-1,777
-0.2% -$23.4K 0.35% 43
2025
Q1 		$8.36M Sell
718,476
-812
-0.1% -$11.7K 0.27% 55
2024
Q4 		$11.1M Buy
719,288
+14,281
+2% +$185K 0.32% 47
2024
Q3 		$5.54M Sell
705,007
-18,978
-3% -$138K 0.21% 63
2024
Q2 		$4.79M Buy
723,985
+9,610
+1% +$67.8K 0.16% 74
2024
Q1 		$5.21M Buy
714,375
+29,315
+4% +$233K 0.19% 68
2023
Q4 		$6.82M Sell
685,060
-9,571
-1% -$76.1K 0.29% 53
2023
Q3 		$5.55M Buy
694,631
+19,731
+3% +$174K 0.28% 56
2023
Q2 		$5.63M Buy
674,900
+242
+0% +$1.58K 0.28% 51
2023
Q1 		$4.1M Buy
674,658
+662,012
+5,235% +$4.01M 0.23% 64
2022
Q4 		$58.3K Sell
12,646
-661,093
-98% -$3.28M ﹤0.01% 463
2022
Q3 		$3.29M Buy
+673,739
New +$4.26M 0.19% 61

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

Brighton Jones LLC's SOFI Position: Q2 2026 in Review

Brighton Jones LLC reduced its SoFi Technologies (SOFI) stake by 2% in Q2 2026, selling an estimated $214K and leaving 623,977 shares worth $11.2M. The position accounts for 0.21% of the portfolio, ranked #67.

Brighton Jones LLC first reported a position in SOFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $18.4M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Brighton Jones LLC held 623,977 shares of SoFi Technologies worth $11.2M as of Q2 2026.
  • Brighton Jones LLC sold 12,654 SoFi Technologies shares in Q2 2026, an estimated $214K.
  • SoFi Technologies made up 0.21% of Brighton Jones LLC's portfolio in Q2 2026, its #67 holding.
  • Brighton Jones LLC first reported a position in SoFi Technologies in Q3 2022 and has held it in 16 quarters since.
  • Brighton Jones LLC's SoFi Technologies position peaked at $18.4M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.