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CoreCap Advisors’s SoFi Technologies SOFI Stock Holding History

CoreCap 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 		$186K Sell
10,361
-88,351
-90% -$1.5M 0.01% 884
2026
Q1 		$1.57M Buy
98,712
+77,445
+364% +$1.63M 0.05% 273
2025
Q4 		$557K Buy
21,267
+2,705
+15% +$75.4K 0.02% 492
2025
Q3 		$490K Buy
18,562
+5,356
+41% +$127K 0.02% 529
2025
Q2 		$240K Sell
13,206
-726
-5% -$9.57K 0.01% 687
2025
Q1 		$162K Sell
13,932
-2,957
-18% -$42.6K 0.01% 730
2024
Q4 		$260K Buy
16,889
+8,677
+106% +$113K 0.01% 627
2024
Q3 		$64.5K Buy
8,212
+1,917
+30% +$13.9K ﹤0.01% 1085
2024
Q2 		$41.6K Sell
6,295
-17,580
-74% -$124K ﹤0.01% 708
2024
Q1 		$174K Buy
+23,875
New +$190K 0.01% 667
2022
Q4 		$62.2K Sell
13,492
-7,000
-34% -$34.7K ﹤0.01% 918
2022
Q3 		$100K Buy
20,492
+6,686
+48% +$42.3K 0.01% 519
2022
Q2 		$73K Buy
+13,806
New +$93.3K 0.01% 810
2022
Q1 		– Sell
-5,875
Closed -$93K – 1848
2021
Q4 		$93K Buy
+5,875
New +$108K 0.01% 783

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

CoreCap Advisors's SOFI Position: Q2 2026 in Review

CoreCap Advisors reduced its SoFi Technologies (SOFI) stake by 90% in Q2 2026, selling an estimated $1.5M and leaving 10,361 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #884.

CoreCap Advisors first reported a position in SOFI in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.57M in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • CoreCap Advisors held 10,361 shares of SoFi Technologies worth $186K as of Q2 2026.
  • CoreCap Advisors sold 88,351 SoFi Technologies shares in Q2 2026, an estimated $1.5M.
  • SoFi Technologies made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #884 holding.
  • CoreCap Advisors first reported a position in SoFi Technologies in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's SoFi Technologies position peaked at $1.57M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.