CIA
SOFI icon

Concurrent Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Concurrent Investment 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 		$2.24M Sell
124,688
-4,293
-3% -$72.7K 0.02% 686
2026
Q1 		$2.05M Sell
128,981
-13,955
-10% -$294K 0.02% 609
2025
Q4 		$3.74M Buy
142,936
+5,324
+4% +$148K 0.04% 398
2025
Q3 		$3.64M Sell
137,612
-19,070
-12% -$453K 0.06% 306
2025
Q2 		$2.85M Sell
156,682
-17,057
-10% -$225K 0.06% 341
2025
Q1 		$2.02M Buy
173,739
+80,758
+87% +$1.16M 0.05% 363
2024
Q4 		$1.43M Sell
92,981
-11,222
-11% -$146K 0.04% 404
2024
Q3 		$819K Buy
104,203
+14,787
+17% +$107K 0.02% 513
2024
Q2 		$591K Buy
89,416
+22,211
+33% +$157K 0.02% 544
2024
Q1 		$491K Buy
67,205
+11,075
+20% +$88K 0.02% 558
2023
Q4 		$558K Buy
+56,130
New +$446K 0.03% 474

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

Concurrent Investment Advisors's SOFI Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its SoFi Technologies (SOFI) stake by 3.3% in Q2 2026, selling an estimated $72.7K and leaving 124,688 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #686.

Concurrent Investment Advisors first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.74M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Concurrent Investment Advisors held 124,688 shares of SoFi Technologies worth $2.24M as of Q2 2026.
  • Concurrent Investment Advisors sold 4,293 SoFi Technologies shares in Q2 2026, an estimated $72.7K.
  • SoFi Technologies made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #686 holding.
  • Concurrent Investment Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's SoFi Technologies position peaked at $3.74M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.