CAPTRUST Financial Advisors
SOFI icon

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 		$16.1K Buy
+900
New +$15.2K ﹤0.01% 3217
2023
Q4 		– Sell
-3,400
Closed -$27 – 2788
2023
Q3 		$27 Buy
+3,400
New +$29.9K ﹤0.01% 2612

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. 923 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.
  • 923 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.