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Clearstead Advisors’s SoFi Technologies SOFI Stock Holding History

Clearstead Advisors’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 		$249K Buy
13,860
+10,614
+327% +$180K ﹤0.01% 997
2026
Q1 		$51.5K Buy
3,246
+365
+13% +$7.69K ﹤0.01% 1275
2025
Q4 		$75.4K Sell
2,881
-800
-22% -$22.3K ﹤0.01% 1222
2025
Q3 		$97.3K Buy
3,681
+22
+0.6% +$522 ﹤0.01% 1067
2025
Q2 		$66.6K Buy
3,659
+807
+28% +$10.6K ﹤0.01% 1190
2025
Q1 		$33.2K Buy
2,852
+2
+0.1% +$29 ﹤0.01% 1278
2024
Q4 		$43.9K Sell
2,850
-2,240
-44% -$29.1K ﹤0.01% 1192
2024
Q3 		$40K Hold
5,090
– – ﹤0.01% 1254
2024
Q2 		$33.6K Buy
5,090
+250
+5% +$1.76K ﹤0.01% 1259
2024
Q1 		$34.4K Buy
4,840
+600
+14% +$4.76K ﹤0.01% 848
2023
Q4 		$42.2K Hold
4,240
– – ﹤0.01% 787
2023
Q3 		$33.9K Hold
4,240
– – ﹤0.01% 791
2023
Q2 		$35.4K Hold
4,240
– – ﹤0.01% 799
2023
Q1 		$25.7K Sell
4,240
-200
-5% -$1.21K ﹤0.01% 803
2022
Q4 		$20.5K Buy
4,440
+2,200
+98% +$10.9K ﹤0.01% 796
2022
Q3 		$11K Hold
2,240
– – ﹤0.01% 879
2022
Q2 		$12K Hold
2,240
– – ﹤0.01% 901
2022
Q1 		$21K Hold
2,240
– – ﹤0.01% 864
2021
Q4 		$35K Hold
2,240
– – ﹤0.01% 721
2021
Q3 		$36K Buy
2,240
+1,600
+250% +$25.1K ﹤0.01% 665
2021
Q2 		$12K Sell
640
-1,860
-74% -$34.5K ﹤0.01% 780
2021
Q1 		$43K Buy
2,500
+2,400
+2,400% +$47.4K ﹤0.01% 567
2020
Q4 		$1K Buy
+100
New +$1.13K ﹤0.01% 951

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

Clearstead Advisors's SOFI Position: Q2 2026 in Review

Clearstead Advisors increased its SoFi Technologies (SOFI) stake by 327% in Q2 2026, buying an estimated $180K and bringing the position to 13,860 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Clearstead Advisors first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Clearstead Advisors held 13,860 shares of SoFi Technologies worth $249K as of Q2 2026.
  • Clearstead Advisors bought 10,614 SoFi Technologies shares in Q2 2026, an estimated $180K.
  • SoFi Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #997 holding.
  • Clearstead Advisors first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.