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Carnegie Lake Advisors’s SoFi Technologies SOFI Stock Holding History

Carnegie Lake 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 		$368K Hold
20,550
– – 0.14% 127
2026
Q1 		$326K Sell
20,550
-1,100
-5% -$23.2K 0.13% 133
2025
Q4 		$567K Hold
21,650
– – 0.22% 98
2025
Q3 		$572K Sell
21,650
-50
-0.2% -$1.19K 0.22% 102
2025
Q2 		$395K Hold
21,700
– – 0.16% 117
2025
Q1 		$252K Buy
21,700
+600
+3% +$8.65K 0.1% 133
2024
Q4 		$325K Sell
21,100
-4,450
-17% -$57.8K 0.13% 117
2024
Q3 		$201K Buy
+25,550
New +$186K 0.08% 147

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

Carnegie Lake Advisors's SOFI Position: Q2 2026 in Review

Carnegie Lake Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 20,550 shares worth $368K. The position accounts for 0.14% of the portfolio, ranked #127.

Carnegie Lake Advisors first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $572K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Carnegie Lake Advisors held 20,550 shares of SoFi Technologies worth $368K as of Q2 2026.
  • Carnegie Lake Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.14% of Carnegie Lake Advisors's portfolio in Q2 2026, its #127 holding.
  • Carnegie Lake Advisors first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's SoFi Technologies position peaked at $572K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.