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COFG Advisors’s SoFi Technologies SOFI Stock Holding History

COFG 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 		$602K Sell
33,591
-1,662
-5% -$28.2K 0.1% 136
2026
Q1 		$560K Buy
35,253
+639
+2% +$13.5K 0.14% 104
2025
Q4 		$906K Buy
+34,614
New +$965K 0.22% 75

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

COFG Advisors's SOFI Position: Q2 2026 in Review

COFG Advisors reduced its SoFi Technologies (SOFI) stake by 4.7% in Q2 2026, selling an estimated $28.2K and leaving 33,591 shares worth $602K. The position accounts for 0.1% of the portfolio, ranked #136.

COFG Advisors first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $906K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • COFG Advisors held 33,591 shares of SoFi Technologies worth $602K as of Q2 2026.
  • COFG Advisors sold 1,662 SoFi Technologies shares in Q2 2026, an estimated $28.2K.
  • SoFi Technologies made up 0.1% of COFG Advisors's portfolio in Q2 2026, its #136 holding.
  • COFG Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • COFG Advisors's SoFi Technologies position peaked at $906K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.