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
2025
Q3 		– Sell
-4,200
Closed -$36.4K – 4671
2025
Q2 		$36.4K Buy
+4,200
New +$55.4K ﹤0.01% 3993
2024
Q4 		– Sell
-1,000
Closed -$80 – 3881
2024
Q3 		$80 Hold
1,000
– – ﹤0.01% 3714
2024
Q2 		$120 Buy
+1,000
New +$7.05K ﹤0.01% 3721

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's SOFI Position: Q1 2026 in Review

Cetera Investment Advisers increased its SoFi Technologies (SOFI) stake by 6.2% in Q1 2026, buying an estimated $880K and bringing the position to 710,496 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #998.

Cetera Investment Advisers first reported a position in SOFI in Q1 2021 and has held it in 20 quarters since. The position peaked at $17.5M in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Cetera Investment Advisers held 710,496 shares of SoFi Technologies worth $11.3M as of Q1 2026.
  • Cetera Investment Advisers bought 41,767 SoFi Technologies shares in Q1 2026, an estimated $880K.
  • SoFi Technologies made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #998 holding.
  • Cetera Investment Advisers first reported a position in SoFi Technologies in Q1 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's SoFi Technologies position peaked at $17.5M in Q4 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.