Cerity Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
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.