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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

CAPTRUST Financial Advisors's SOFI Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its SoFi Technologies (SOFI) stake by 61% in Q1 2026, buying an estimated $831K and bringing the position to 104,088 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

CAPTRUST Financial Advisors first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • CAPTRUST Financial Advisors held 104,088 shares of SoFi Technologies worth $1.65M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 39,419 SoFi Technologies shares in Q1 2026, an estimated $831K.
  • SoFi Technologies made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1307 holding.
  • CAPTRUST Financial Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • CAPTRUST Financial Advisors's SoFi Technologies position peaked at $1.69M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.