Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s SoFi Technologies SOFI Stock Holding History

Cambridge Investment Research 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 		$4.95M Buy
276,218
+33,144
+14% +$562K 0.01% 1043
2026
Q1 		$3.86M Buy
243,074
+6,073
+3% +$128K 0.01% 1119
2025
Q4 		$6.21M Buy
237,001
+563
+0.2% +$15.7K 0.02% 807
2025
Q3 		$6.25M Sell
236,438
-29,519
-11% -$700K 0.02% 783
2025
Q2 		$4.84M Buy
265,957
+7,308
+3% +$96.4K 0.01% 876
2025
Q1 		$3.01M Sell
258,649
-18,744
-7% -$270K 0.01% 1095
2024
Q4 		$4.27M Buy
277,393
+3,488
+1% +$45.3K 0.01% 891
2024
Q3 		$2.15M Buy
273,905
+13,407
+5% +$97.4K 0.01% 1292
2024
Q2 		$1.72M Buy
260,498
+17,384
+7% +$123K 0.01% 1385
2024
Q1 		$1.77M Sell
243,114
-244,862
-50% -$1.94M 0.01% 1345
2023
Q4 		$4.86M Sell
487,976
-7,863
-2% -$62.5K 0.02% 721
2023
Q3 		$3.96M Buy
495,839
+250,854
+102% +$2.21M 0.02% 777
2023
Q2 		$2.04M Buy
244,985
+19,377
+9% +$126K 0.01% 1161
2023
Q1 		$1.37M Buy
225,608
+1,787
+0.8% +$10.8K 0.01% 1363
2022
Q4 		$1.03M Sell
223,821
-122,443
-35% -$607K 0.01% 1495
2022
Q3 		$1.69M Buy
346,264
+2,923
+0.9% +$18.5K 0.01% 1132
2022
Q2 		$1.81M Sell
343,341
-22,886
-6% -$155K 0.01% 1095
2022
Q1 		$3.46M Sell
366,227
-40,039
-10% -$460K 0.02% 834
2021
Q4 		$6.42M Buy
406,266
+74,517
+22% +$1.37M 0.03% 546
2021
Q3 		$5.27M Buy
331,749
+149,988
+83% +$2.35M 0.03% 582
2021
Q2 		$3.48M Buy
181,761
+34,427
+23% +$638K 0.02% 808
2021
Q1 		$2.53M Buy
+147,334
New +$2.91M 0.01% 899

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

Cambridge Investment Research Advisors's SOFI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its SoFi Technologies (SOFI) stake by 14% in Q2 2026, buying an estimated $562K and bringing the position to 276,218 shares worth $4.95M. The position accounts for 0.01% of the portfolio, ranked #1043.

Cambridge Investment Research Advisors first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.42M in Q4 2021. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cambridge Investment Research Advisors held 276,218 shares of SoFi Technologies worth $4.95M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 33,144 SoFi Technologies shares in Q2 2026, an estimated $562K.
  • SoFi Technologies made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1043 holding.
  • Cambridge Investment Research Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Cambridge Investment Research Advisors's SoFi Technologies position peaked at $6.42M in Q4 2021.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.