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Centaurus Financial’s SoFi Technologies SOFI Stock Holding History

Centaurus Financial’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 		$1.38M Buy
77,075
+4,701
+6% +$79.6K 0.05% 332
2026
Q1 		$1.15M Buy
72,374
+61,228
+549% +$1.29M 0.05% 307
2025
Q4 		$292K Sell
11,146
-7,565
-40% -$211K 0.01% 688
2025
Q3 		$494K Buy
18,711
+189
+1% +$4.49K 0.02% 528
2025
Q2 		$337K Buy
18,522
+7,365
+66% +$97.1K 0.02% 582
2025
Q1 		$130K Sell
11,157
-44
-0.4% -$634 0.01% 811
2024
Q4 		$172K Buy
+11,201
New +$145K 0.01% 698

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

Centaurus Financial's SOFI Position: Q2 2026 in Review

Centaurus Financial increased its SoFi Technologies (SOFI) stake by 6.5% in Q2 2026, buying an estimated $79.6K and bringing the position to 77,075 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #332.

Centaurus Financial first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Centaurus Financial held 77,075 shares of SoFi Technologies worth $1.38M as of Q2 2026.
  • Centaurus Financial bought 4,701 SoFi Technologies shares in Q2 2026, an estimated $79.6K.
  • SoFi Technologies made up 0.05% of Centaurus Financial's portfolio in Q2 2026, its #332 holding.
  • Centaurus Financial first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.