Coppell Advisory Solutions’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
Coppell Advisory Solutions's SOFI Position: Q2 2026 in Review
Coppell Advisory Solutions opened a new position in SoFi Technologies (SOFI) in Q2 2026: 620 shares worth $59.7M. The stake represents 4.93% of the portfolio and ranks #2 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SOFI as recently as Q4 2024.
Coppell Advisory Solutions first reported a position in SOFI in Q2 2023 and has held it in 6 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.
- Coppell Advisory Solutions held 620 shares of SoFi Technologies worth $59.7M as of Q2 2026.
- SoFi Technologies was a new Coppell Advisory Solutions position in Q2 2026.
- SoFi Technologies made up 4.93% of Coppell Advisory Solutions's portfolio in Q2 2026, its #2 holding.
- Coppell Advisory Solutions first reported a position in SoFi Technologies in Q2 2023 and has held it in 6 quarters since.
- 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.
Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.