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
2022 Q1	–	Sell	-10,000	Closed	-$58K	–	975
2021 Q4	$58K	Buy	+10,000	New	+$184K	﹤0.01%	910

Other funds holding SOFI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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.