Cetera Investment Advisers
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Cetera Investment Advisers’s SoFi Technologies SOFI Stock Holding History

Cetera Investment Advisers’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 		$17.2M Buy
957,655
+247,159
+35% +$4.19M 0.02% 845
2026
Q1 		$11.3M Buy
710,496
+41,767
+6% +$880K 0.01% 998
2025
Q4 		$17.5M Buy
668,729
+68,329
+11% +$1.9M 0.02% 729
2025
Q3 		$15.9M Buy
600,400
+19,175
+3% +$455K 0.02% 740
2025
Q2 		$10.6M Buy
581,225
+42,968
+8% +$567K 0.02% 796
2025
Q1 		$6.26M Buy
538,257
+18,213
+4% +$262K 0.01% 985
2024
Q4 		$8.01M Sell
520,044
-282,252
-35% -$3.67M 0.02% 810
2024
Q3 		$6.31M Sell
802,296
-110,426
-12% -$803K 0.01% 895
2024
Q2 		$6.03M Buy
912,722
+132,740
+17% +$936K 0.01% 904
2024
Q1 		$5.69M Buy
779,982
+702,385
+905% +$5.58M 0.01% 920
2023
Q4 		$772K Sell
77,597
-518
-0.7% -$4.12K 0.01% 1252
2023
Q3 		$624K Sell
78,115
-50,122
-39% -$441K 0.01% 1310
2023
Q2 		$1.07M Sell
128,237
-6,687
-5% -$43.6K 0.01% 1032
2023
Q1 		$819K Buy
134,924
+18,659
+16% +$113K 0.01% 1136
2022
Q4 		$536K Sell
116,265
-114
-0.1% -$565 0.01% 1338
2022
Q3 		$568K Buy
116,379
+11,470
+11% +$72.6K 0.01% 934
2022
Q2 		$553K Buy
104,909
+29,984
+40% +$203K 0.01% 1038
2022
Q1 		$708K Buy
74,925
+35,363
+89% +$406K 0.01% 964
2021
Q4 		$625K Buy
39,562
+21,105
+114% +$387K 0.01% 1053
2021
Q3 		$293K Buy
+18,457
New +$289K ﹤0.01% 1454
2021
Q2 		– Sell
-10,320
Closed -$177K – 1824
2021
Q1 		$177K Buy
+10,320
New +$204K ﹤0.01% 1505

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

Cetera Investment Advisers's SOFI Position: Q2 2026 in Review

Cetera Investment Advisers increased its SoFi Technologies (SOFI) stake by 35% in Q2 2026, buying an estimated $4.19M and bringing the position to 957,655 shares worth $17.2M. The position accounts for 0.02% of the portfolio, ranked #845.

Cetera Investment Advisers first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $17.5M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cetera Investment Advisers held 957,655 shares of SoFi Technologies worth $17.2M as of Q2 2026.
  • Cetera Investment Advisers bought 247,159 SoFi Technologies shares in Q2 2026, an estimated $4.19M.
  • SoFi Technologies made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #845 holding.
  • Cetera Investment Advisers first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Cetera Investment Advisers's SoFi Technologies position peaked at $17.5M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.