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Chicago Partners Investment Group’s SoFi Technologies SOFI Stock Holding History

Chicago Partners Investment Group’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 		$190K Buy
11,386
+629
+6% +$10.7K ﹤0.01% 1434
2026
Q1 		$205K Buy
+10,757
New +$227K ﹤0.01% 1334
2021
Q4 		– Sell
-10,040
Closed -$231K – 608
2021
Q3 		$231K Buy
+10,040
New +$157K 0.02% 508

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Chicago Partners Investment Group's SOFI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its SoFi Technologies (SOFI) stake by 5.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 11,386 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Chicago Partners Investment Group first reported a position in SOFI in Q3 2021 and has held it in 3 quarters since. The position peaked at $231K in Q3 2021. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Chicago Partners Investment Group held 11,386 shares of SoFi Technologies worth $190K as of Q2 2026.
  • Chicago Partners Investment Group bought 629 SoFi Technologies shares in Q2 2026, an estimated $10.7K.
  • SoFi Technologies made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1434 holding.
  • Chicago Partners Investment Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's SoFi Technologies position peaked at $231K in Q3 2021.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.