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Caprock Group’s SoFi Technologies SOFI Stock Holding History

Caprock Group’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 		$3.07M Sell
170,937
-23,483
-12% -$398K 0.06% 271
2026
Q1 		$3.09M Sell
194,420
-32,849
-14% -$692K 0.07% 230
2025
Q4 		$5.95M Sell
227,269
-1,142
-0.5% -$31.8K 0.13% 135
2025
Q3 		$5.83M Buy
+228,411
New +$5.42M 0.14% 108
2025
Q1 		$3.38M Sell
290,362
-40,312
-12% -$581K 0.1% 177
2024
Q4 		$5.09M Sell
330,674
-396,439
-55% -$5.15M 0.17% 98
2024
Q3 		$5.72M Sell
727,113
-11,196
-2% -$81.4K 0.21% 78
2024
Q2 		$4.88M Sell
738,309
-9,772
-1% -$68.9K 0.2% 79
2024
Q1 		$5.46M Sell
748,081
-11,911
-2% -$94.6K 0.31% 51
2023
Q4 		$7.56M Sell
759,992
-99,130
-12% -$788K 0.48% 31
2023
Q3 		$6.86M Buy
859,122
+70,901
+9% +$623K 0.52% 31
2023
Q2 		$6.57M Sell
788,221
-171,855
-18% -$1.12M 0.48% 34
2023
Q1 		$5.83M Sell
960,076
-74,474
-7% -$452K 0.45% 38
2022
Q4 		$4.77M Sell
1,034,550
-74,449
-7% -$369K 0.44% 35
2022
Q3 		$5.41M Sell
1,108,999
-5,100
-0.5% -$32.3K 0.52% 34
2022
Q2 		$5.87M Buy
1,114,099
+705,871
+173% +$4.77M 0.58% 32
2022
Q1 		$3.86M Buy
408,228
+113,021
+38% +$1.3M 0.36% 44
2021
Q4 		$4.67M Buy
295,207
+225,579
+324% +$4.14M 0.38% 41
2021
Q3 		$1.11M Buy
69,628
+35,797
+106% +$561K 0.1% 143
2021
Q2 		$649K Buy
+33,831
New +$627K 0.06% 223

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

Caprock Group's SOFI Position: Q2 2026 in Review

Caprock Group reduced its SoFi Technologies (SOFI) stake by 12% in Q2 2026, selling an estimated $398K and leaving 170,937 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #271.

Caprock Group first reported a position in SOFI in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.56M in Q4 2023. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Caprock Group held 170,937 shares of SoFi Technologies worth $3.07M as of Q2 2026.
  • Caprock Group sold 23,483 SoFi Technologies shares in Q2 2026, an estimated $398K.
  • SoFi Technologies made up 0.06% of Caprock Group's portfolio in Q2 2026, its #271 holding.
  • Caprock Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 20 quarters since.
  • Caprock Group's SoFi Technologies position peaked at $7.56M in Q4 2023.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.