Cary Street Partners Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Cary Street Partners Investment Advisory’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	$27.1K	Buy	1,510 +570	+61%	+$9.66K	0.01%	641
2026 Q1	$14.9K	Sell	940 -1,940	-67%	-$40.9K	﹤0.01%	617
2025 Q4	$75.4K	Buy	2,880 +503	+21%	+$14K	0.02%	461
2025 Q3	$62.8K	Buy	2,377 +1,778	+297%	+$42.2K	0.03%	417
2025 Q2	$10.9K	Buy	599 +13	+2%	+$171	0.01%	514
2025 Q1	$6.82K	Buy	+586	New	+$8.45K	﹤0.01%	502
2024 Q4	–	Sell	-20,083	Closed	-$158K	–	721
2024 Q3	$158K	Buy	20,083 +50	+0.2%	+$363	0.01%	741
2024 Q2	$132K	Buy	20,033 +33	+0.2%	+$233	0.01%	731
2024 Q1	$146K	Buy	20,000 +5,000	+33%	+$39.7K	0.01%	680
2023 Q4	$149K	Buy	+15,000	New	+$119K	0.01%	634

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Cary Street Partners Investment Advisory's SOFI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its SoFi Technologies (SOFI) stake by 61% in Q2 2026, buying an estimated $9.66K and bringing the position to 1,510 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #641.

Cary Street Partners Investment Advisory first reported a position in SOFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $158K in Q3 2024. 607 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Cary Street Partners Investment Advisory held 1,510 shares of SoFi Technologies worth $27.1K as of Q2 2026.
Cary Street Partners Investment Advisory bought 570 SoFi Technologies shares in Q2 2026, an estimated $9.66K.
SoFi Technologies made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #641 holding.
Cary Street Partners Investment Advisory first reported a position in SoFi Technologies in Q4 2023 and has held it in 10 quarters since.
Cary Street Partners Investment Advisory's SoFi Technologies position peaked at $158K in Q3 2024.
607 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.