Capstone Investment Advisors
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Capstone Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Capstone Investment 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
2023
Q1 		– Sell
-230,000
Closed -$1.06M – 1672
2022
Q4 		$1.06M Hold
230,000
– – 0.01% 907
2022
Q3 		$1.12M Hold
230,000
– – 0.01% 965
2022
Q2 		$1.21M Sell
230,000
-1,300
-0.6% -$8.79K 0.01% 948
2022
Q1 		$2.19M Buy
231,300
+1,300
+0.6% +$14.9K 0.01% 1017
2021
Q4 		$3.64M Buy
+230,000
New +$4.22M 0.01% 920

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

Capstone Investment Advisors's SOFI Position: Q2 2026 in Review

Capstone Investment Advisors reduced its SoFi Technologies (SOFI) stake by 2.6% in Q2 2026, selling an estimated $7.27K and leaving 15,930 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1475.

Capstone Investment Advisors first reported a position in SOFI in Q3 2021 and has held it in 8 quarters since. The position peaked at $2.63M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Capstone Investment Advisors held 15,930 shares of SoFi Technologies worth $286K as of Q2 2026.
  • Capstone Investment Advisors sold 429 SoFi Technologies shares in Q2 2026, an estimated $7.27K.
  • SoFi Technologies made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1475 holding.
  • Capstone Investment Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 8 quarters since.
  • Capstone Investment Advisors's SoFi Technologies position peaked at $2.63M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.