Cape Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Cape Investment Advisory’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	$359	Buy	+20	New	+$339	﹤0.01%	1404
2026 Q1	–	Sell	-20	Closed	-$524	–	1048
2025 Q4	$524	Buy	+20	New	+$557	﹤0.01%	1246
2025 Q3	–	Sell	-20	Closed	-$364	–	1146
2025 Q2	$364	Hold	20	–	–	﹤0.01%	1093
2025 Q1	$233	Hold	20	–	–	﹤0.01%	1047
2024 Q4	$308	Hold	20	–	–	﹤0.01%	1035
2024 Q3	$157	Hold	20	–	–	﹤0.01%	929
2024 Q2	$132	Hold	20	–	–	﹤0.01%	906
2024 Q1	$146	Sell	20 -234	-92%	-$1.86K	﹤0.01%	914
2023 Q4	$2.53K	Buy	254 +234	+1,170%	+$1.86K	﹤0.01%	899
2023 Q3	$160	Buy	20 +10	+100%	+$88	﹤0.01%	905
2023 Q2	$83	Hold	10	–	–	﹤0.01%	896
2023 Q1	$61	Buy	+10	New	+$61	﹤0.01%	952

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's SOFI Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in SoFi Technologies (SOFI) in Q2 2026: 20 shares worth $359. The stake represents ﹤0.01% of the portfolio and ranks #1404 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SOFI as recently as Q4 2025.

Cape Investment Advisory first reported a position in SOFI in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.53K in Q4 2023. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Cape Investment Advisory held 20 shares of SoFi Technologies worth $359 as of Q2 2026.
SoFi Technologies was a new Cape Investment Advisory position in Q2 2026.
SoFi Technologies made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1404 holding.
Cape Investment Advisory first reported a position in SoFi Technologies in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's SoFi Technologies position peaked at $2.53K in Q4 2023.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.