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Capital Markets Trading (UK)’s SoFi Technologies SOFI Stock Holding History

Capital Markets Trading (UK)’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 		$496K Sell
27,684
-13,232
-32% -$224K ﹤0.01% 315
2026
Q1 		$650K Buy
40,916
+27,774
+211% +$585K 0.01% 256
2025
Q4 		$344K Sell
13,142
-59,146
-82% -$1.65M 0.01% 279
2025
Q3 		$1.91M Buy
72,288
+1,918
+3% +$45.5K 0.03% 212
2025
Q2 		$1.28M Buy
+70,370
New +$928K 0.02% 210
2025
Q1 		– Sell
-214,632
Closed -$3.09M – 333
2024
Q4 		$3.31M Buy
214,632
+39,422
+22% +$512K 0.05% 170
2024
Q3 		$1.38M Buy
175,210
+30,239
+21% +$220K 0.02% 211
2024
Q2 		$958K Sell
144,971
-318,227
-69% -$2.24M 0.01% 236
2024
Q1 		$3.38M Buy
+463,198
New +$3.68M 0.05% 174
2023
Q4 		– Sell
-151,886
Closed -$1.21M – 291
2023
Q3 		$1.21M Buy
151,886
+42,386
+39% +$373K 0.02% 225
2023
Q2 		$912K Buy
109,500
+56,658
+107% +$369K 0.01% 209
2023
Q1 		$321K Buy
+52,842
New +$320K 0.01% 224
2022
Q4 		– Sell
-28,908
Closed -$143K – 263
2022
Q3 		$141K Buy
+28,908
New +$183K ﹤0.01% 226

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

Capital Markets Trading (UK)'s SOFI Position: Q2 2026 in Review

Capital Markets Trading (UK) reduced its SoFi Technologies (SOFI) stake by 32% in Q2 2026, selling an estimated $224K and leaving 27,684 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Capital Markets Trading (UK) first reported a position in SOFI in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.38M in Q1 2024. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Capital Markets Trading (UK) held 27,684 shares of SoFi Technologies worth $496K as of Q2 2026.
  • Capital Markets Trading (UK) sold 13,232 SoFi Technologies shares in Q2 2026, an estimated $224K.
  • SoFi Technologies made up ﹤0.01% of Capital Markets Trading (UK)'s portfolio in Q2 2026, its #315 holding.
  • Capital Markets Trading (UK) first reported a position in SoFi Technologies in Q3 2022 and has held it in 13 quarters since.
  • Capital Markets Trading (UK)'s SoFi Technologies position peaked at $3.38M in Q1 2024.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capital Markets Trading (UK)'s 13F filing for Q2 2026, filed 13 Aug 2026.