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	$44.8K	Hold	2,500	–	–	﹤0.01%	2069
2026 Q1	$39.7K	Hold	2,500	–	–	﹤0.01%	1882
2025 Q4	$65.5K	Sell	2,500 -2,500	-50%	-$69.7K	﹤0.01%	1733
2025 Q3	$132K	Hold	5,000	–	–	﹤0.01%	1398
2025 Q2	$91K	Buy	5,000 +2,500	+100%	+$33K	﹤0.01%	1333
2025 Q1	$29.1K	Sell	2,500 -4,500	-64%	-$64.9K	﹤0.01%	1209
2024 Q4	$108K	Buy	+7,000	New	+$90.9K	﹤0.01%	1047
2024 Q2	–	Sell	-200	Closed	-$1.46K	–	1071
2024 Q1	$1.46K	Buy	200 +100	+100%	+$794	﹤0.01%	921
2023 Q4	$995	Buy	+100	New	+$795	﹤0.01%	845

Other funds holding SOFI

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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. 345 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.
345 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.