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Cary Street Partners’s SoFi Technologies SOFI Stock Holding History

Cary Street Partners’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 		$283K Buy
15,798
+400
+3% +$6.78K 0.01% 827
2026
Q1 		$245K Buy
15,398
+515
+3% +$10.9K 0.01% 778
2025
Q4 		$390K Sell
14,883
-1,000
-6% -$27.9K 0.01% 666
2025
Q3 		$420K Sell
15,883
-6,121
-28% -$145K 0.01% 616
2025
Q2 		$401K Buy
22,004
+44
+0.2% +$580 0.01% 609
2025
Q1 		$255K Sell
21,960
-17
-0.1% -$245 0.01% 685
2024
Q4 		$338K Buy
+21,977
New +$285K 0.01% 592

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

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

Cary Street Partners increased its SoFi Technologies (SOFI) stake by 2.6% in Q2 2026, buying an estimated $6.78K and bringing the position to 15,798 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #827.

Cary Street Partners first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cary Street Partners held 15,798 shares of SoFi Technologies worth $283K as of Q2 2026.
  • Cary Street Partners bought 400 SoFi Technologies shares in Q2 2026, an estimated $6.78K.
  • SoFi Technologies made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #827 holding.
  • Cary Street Partners first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's SoFi Technologies position peaked at $420K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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