Cerity Partners
SOFI icon

Cerity Partners’s SoFi Technologies SOFI Stock Holding History

Cerity 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 		$5.35M Sell
298,310
-3,807
-1% -$64.5K 0.01% 1069
2026
Q1 		$4.8M Sell
302,117
-36,420
-11% -$768K 0.01% 1034
2025
Q4 		$8.86M Sell
338,537
-24,049
-7% -$670K 0.01% 689
2025
Q3 		$9.58M Sell
362,586
-92,699
-20% -$2.2M 0.02% 600
2025
Q2 		$8.29M Sell
455,285
-143,216
-24% -$1.89M 0.01% 604
2025
Q1 		$6.96M Buy
598,501
+90,882
+18% +$1.31M 0.01% 617
2024
Q4 		$7.76M Sell
507,619
-197,752
-28% -$2.57M 0.02% 574
2024
Q3 		$5.54M Buy
705,371
+138,598
+24% +$1.01M 0.01% 661
2024
Q2 		$3.75M Buy
566,773
+9,546
+2% +$67.3K 0.01% 697
2024
Q1 		$4.07M Buy
557,227
+10,662
+2% +$84.7K 0.01% 711
2023
Q4 		$5.44M Buy
+546,565
New +$4.34M 0.02% 523
2023
Q3 		– Sell
-538,155
Closed -$4.49M – 1676
2023
Q2 		$4.49M Sell
538,155
-6,152
-1% -$40.1K 0.02% 524
2023
Q1 		$3.3M Sell
544,307
-3,412
-0.6% -$20.7K 0.01% 577
2022
Q4 		$2.53M Buy
547,719
+11,628
+2% +$57.7K 0.02% 486
2022
Q3 		$2.62M Buy
536,091
+10,895
+2% +$68.9K 0.03% 333
2022
Q2 		$2.77M Buy
525,196
+250,496
+91% +$1.69M 0.03% 340
2022
Q1 		$2.6M Buy
274,700
+262,605
+2,171% +$3.02M 0.04% 282
2021
Q4 		$191K Buy
+12,095
New +$222K ﹤0.01% 937

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 $3.38T AUM 44.17% 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

Cerity Partners's SOFI Position: Q2 2026 in Review

Cerity Partners reduced its SoFi Technologies (SOFI) stake by 1.3% in Q2 2026, selling an estimated $64.5K and leaving 298,310 shares worth $5.35M. The position accounts for 0.01% of the portfolio, ranked #1069.

Cerity Partners first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.58M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cerity Partners held 298,310 shares of SoFi Technologies worth $5.35M as of Q2 2026.
  • Cerity Partners sold 3,807 SoFi Technologies shares in Q2 2026, an estimated $64.5K.
  • SoFi Technologies made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1069 holding.
  • Cerity Partners first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's SoFi Technologies position peaked at $9.58M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.