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Brinker Capital Investments’s SoFi Technologies SOFI Stock Holding History

Brinker Capital Investments’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 		$1.75M Buy
97,808
+15,269
+18% +$259K 0.01% 874
2026
Q1 		$1.31M Sell
82,539
-4,324
-5% -$91.1K 0.01% 962
2025
Q4 		$2.27M Buy
86,863
+52,956
+156% +$1.48M 0.02% 771
2025
Q3 		$896K Buy
33,907
+8,477
+33% +$201K 0.01% 1286
2025
Q2 		$463K Sell
25,430
-13,554
-35% -$179K ﹤0.01% 1533
2025
Q1 		$453K Buy
38,984
+3,491
+10% +$50.3K ﹤0.01% 1462
2024
Q4 		$547K Buy
35,493
+13,908
+64% +$181K 0.01% 1309
2024
Q3 		$170K Sell
21,585
-2,787
-11% -$20.3K ﹤0.01% 1727
2024
Q2 		$161K Buy
24,372
+3,075
+14% +$21.7K ﹤0.01% 1662
2024
Q1 		$155K Buy
21,297
+262
+1% +$2.08K ﹤0.01% 1629
2023
Q4 		$179K Sell
21,035
-339
-2% -$2.69K ﹤0.01% 1593
2023
Q3 		$171K Buy
21,374
+110
+0.5% +$967 ﹤0.01% 1565
2023
Q2 		$177K Buy
21,264
+189
+0.9% +$1.23K ﹤0.01% 1567
2023
Q1 		$128K Buy
+21,075
New +$128K ﹤0.01% 1519

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's SOFI Position: Q2 2026 in Review

Brinker Capital Investments increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $259K and bringing the position to 97,808 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #874.

Brinker Capital Investments first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.27M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Brinker Capital Investments held 97,808 shares of SoFi Technologies worth $1.75M as of Q2 2026.
  • Brinker Capital Investments bought 15,269 SoFi Technologies shares in Q2 2026, an estimated $259K.
  • SoFi Technologies made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #874 holding.
  • Brinker Capital Investments first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • Brinker Capital Investments's SoFi Technologies position peaked at $2.27M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.