Commonwealth Equity Services
SOFI icon

Commonwealth Equity Services’s SoFi Technologies SOFI Stock Holding History

Commonwealth Equity Services’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 		$9.52M Buy
531,211
+19,640
+4% +$333K 0.01% 973
2026
Q1 		$8.12M Buy
511,571
+53,819
+12% +$1.13M 0.01% 1011
2025
Q4 		$12M Sell
457,752
-20,128
-4% -$561K 0.02% 802
2025
Q3 		$12.6M Sell
477,880
-64,278
-12% -$1.53M 0.02% 792
2025
Q2 		$9.87M Sell
542,158
-2,119
-0.4% -$27.9K 0.01% 914
2025
Q1 		$6.33M Buy
544,277
+66,892
+14% +$964K 0.01% 1126
2024
Q4 		$7.35M Sell
477,385
-157,076
-25% -$2.04M 0.01% 994
2024
Q3 		$4.99M Buy
634,461
+15,506
+3% +$113K 0.01% 1227
2024
Q2 		$4.09M Buy
618,955
+10,379
+2% +$73.2K 0.01% 1310
2024
Q1 		$4.44M Buy
608,576
+32,114
+6% +$255K 0.01% 1245
2023
Q4 		$5.74M Sell
576,462
-499,293
-46% -$3.97M 0.01% 1026
2023
Q3 		$8.6M Buy
1,075,755
+123,289
+13% +$1.08M 0.02% 754
2023
Q2 		$7.94M Buy
952,466
+23,338
+3% +$152K 0.02% 801
2023
Q1 		$5.64M Sell
929,128
-61,261
-6% -$371K 0.01% 954
2022
Q4 		$4.57M Buy
990,389
+286,511
+41% +$1.42M 0.01% 1010
2022
Q3 		$3.43M Buy
703,878
+32,359
+5% +$205K 0.01% 1095
2022
Q2 		$3.54M Buy
671,519
+45,625
+7% +$308K 0.01% 1085
2022
Q1 		$5.91M Buy
625,894
+127,848
+26% +$1.47M 0.01% 860
2021
Q4 		$7.87M Buy
498,046
+155,020
+45% +$2.85M 0.02% 696
2021
Q3 		$5.45M Buy
343,026
+279,533
+440% +$4.38M 0.01% 820
2021
Q2 		$1.22M Buy
63,493
+14,517
+30% +$269K ﹤0.01% 1774
2021
Q1 		$839K Buy
+48,976
New +$967K ﹤0.01% 1927

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

Commonwealth Equity Services's SOFI Position: Q2 2026 in Review

Commonwealth Equity Services increased its SoFi Technologies (SOFI) stake by 3.8% in Q2 2026, buying an estimated $333K and bringing the position to 531,211 shares worth $9.52M. The position accounts for 0.01% of the portfolio, ranked #973.

Commonwealth Equity Services first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.6M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Commonwealth Equity Services held 531,211 shares of SoFi Technologies worth $9.52M as of Q2 2026.
  • Commonwealth Equity Services bought 19,640 SoFi Technologies shares in Q2 2026, an estimated $333K.
  • SoFi Technologies made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #973 holding.
  • Commonwealth Equity Services first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Commonwealth Equity Services's SoFi Technologies position peaked at $12.6M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.