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Centerpoint Advisors’s SoFi Technologies SOFI Stock Holding History

Centerpoint 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 		$0 Hold
25
– – ﹤0.01% 432
2026
Q1 		$0 Hold
25
– – ﹤0.01% 423
2025
Q4 		$1K Hold
25
– – ﹤0.01% 391
2025
Q3 		$1K Hold
25
– – ﹤0.01% 433
2025
Q2 		$0 Hold
25
– – ﹤0.01% 430
2025
Q1 		$0 Sell
25
-25
-50% -$360 ﹤0.01% 447
2024
Q4 		$1K Hold
50
– – ﹤0.01% 438
2024
Q3 		$0 Hold
50
– – ﹤0.01% 493
2024
Q2 		$0 Hold
50
– – ﹤0.01% 471
2024
Q1 		$0 Hold
50
– – ﹤0.01% 454
2023
Q4 		$0 Hold
50
– – ﹤0.01% 583
2023
Q3 		$0 Sell
50
-50
-50% -$440 ﹤0.01% 625
2023
Q2 		$1K Sell
100
-150
-60% -$978 ﹤0.01% 539
2023
Q1 		$2K Sell
250
-250
-50% -$1.52K ﹤0.01% 450
2022
Q4 		$2K Buy
500
+100
+25% +$496 ﹤0.01% 412
2022
Q3 		$2K Buy
400
+200
+100% +$1.26K ﹤0.01% 326
2022
Q2 		$1K Hold
200
– – ﹤0.01% 372
2022
Q1 		$2K Buy
+200
New +$2.3K ﹤0.01% 332

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

Centerpoint Advisors's SOFI Position: Q2 2026 in Review

Centerpoint Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 25 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Centerpoint Advisors first reported a position in SOFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2K in Q1 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Centerpoint Advisors held 25 shares of SoFi Technologies worth $0 as of Q2 2026.
  • Centerpoint Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #432 holding.
  • Centerpoint Advisors first reported a position in SoFi Technologies in Q1 2022 and has held it in 18 quarters since.
  • Centerpoint Advisors's SoFi Technologies position peaked at $2K in Q1 2023.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.