CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SoFi Technologies SOFI Stock Holding History

CAPTRUST Financial 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 		$1.58M Sell
87,980
-16,108
-15% -$273K ﹤0.01% 1467
2026
Q1 		$1.65M Buy
104,088
+39,419
+61% +$831K ﹤0.01% 1307
2025
Q4 		$1.69M Buy
64,669
+9,044
+16% +$252K ﹤0.01% 1176
2025
Q3 		$1.47M Buy
55,625
+14,395
+35% +$342K ﹤0.01% 1206
2025
Q2 		$751K Buy
41,230
+4,877
+13% +$64.3K ﹤0.01% 1488
2025
Q1 		$423K Sell
36,353
-2,100
-5% -$30.3K ﹤0.01% 1737
2024
Q4 		$592K Buy
38,453
+8,814
+30% +$114K ﹤0.01% 1516
2024
Q3 		$233K Buy
29,639
+809
+3% +$5.88K ﹤0.01% 2041
2024
Q2 		$191K Buy
28,830
+4,690
+19% +$33.1K ﹤0.01% 2053
2024
Q1 		$176K Sell
24,140
-32,274
-57% -$256K ﹤0.01% 2010
2023
Q4 		$561K Buy
56,414
+27,821
+97% +$221K ﹤0.01% 1660
2023
Q3 		$228K Buy
28,593
+6,642
+30% +$58.4K ﹤0.01% 2198
2023
Q2 		$183K Sell
21,951
-5,865
-21% -$38.2K ﹤0.01% 2283
2023
Q1 		$169K Buy
27,816
+2,037
+8% +$12.4K ﹤0.01% 2085
2022
Q4 		$119K Sell
25,779
-23,627
-48% -$117K ﹤0.01% 2030
2022
Q3 		$241K Buy
49,406
+1,646
+3% +$10.4K ﹤0.01% 1704
2022
Q2 		$252K Buy
47,760
+18,054
+61% +$122K ﹤0.01% 1536
2022
Q1 		$281K Buy
29,706
+14,490
+95% +$166K ﹤0.01% 1486
2021
Q4 		$241K Buy
15,216
+12,829
+537% +$235K ﹤0.01% 1510
2021
Q3 		$38K Sell
2,387
-175
-7% -$2.74K ﹤0.01% 2763
2021
Q2 		$49K Sell
2,562
-198
-7% -$3.67K ﹤0.01% 2530
2021
Q1 		$47K Buy
+2,760
New +$54.5K ﹤0.01% 2467

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

CAPTRUST Financial Advisors's SOFI Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its SoFi Technologies (SOFI) stake by 15% in Q2 2026, selling an estimated $273K and leaving 87,980 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

CAPTRUST Financial Advisors first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.69M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • CAPTRUST Financial Advisors held 87,980 shares of SoFi Technologies worth $1.58M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 16,108 SoFi Technologies shares in Q2 2026, an estimated $273K.
  • SoFi Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1467 holding.
  • CAPTRUST Financial Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's SoFi Technologies position peaked at $1.69M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.