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
Q1 		$23.8K Buy
+1,500
New +$31.6K ﹤0.01% 3176

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Cerity Partners's SOFI Position: Q1 2026 in Review

Cerity Partners reduced its SoFi Technologies (SOFI) stake by 11% in Q1 2026, selling an estimated $768K and leaving 302,117 shares worth $4.8M. The position accounts for 0.01% of the portfolio, ranked #1034.

Cerity Partners first reported a position in SOFI in Q4 2021 and has held it in 17 quarters since. The position peaked at $9.58M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Cerity Partners held 302,117 shares of SoFi Technologies worth $4.8M as of Q1 2026.
  • Cerity Partners sold 36,420 SoFi Technologies shares in Q1 2026, an estimated $768K.
  • SoFi Technologies made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #1034 holding.
  • Cerity Partners first reported a position in SoFi Technologies in Q4 2021 and has held it in 17 quarters since.
  • Cerity Partners's SoFi Technologies position peaked at $9.58M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.