Corient Private Wealth
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Corient Private Wealth’s SoFi Technologies SOFI Stock Holding History

Corient Private Wealth’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 		$2.34M Sell
130,371
-51,550
-28% -$873K ﹤0.01% 1295
2026
Q1 		$2.38M Sell
181,921
-687
-0.4% -$14.5K ﹤0.01% 1173
2025
Q4 		$4.78M Buy
182,608
+36,874
+25% +$1.03M 0.01% 787
2025
Q3 		$3.85M Buy
145,734
+20,443
+16% +$485K 0.01% 802
2025
Q2 		$2.26M Buy
125,291
+22,069
+21% +$291K ﹤0.01% 990
2025
Q1 		$1.2M Buy
103,222
+15,604
+18% +$225K ﹤0.01% 1209
2024
Q4 		$1.35M Sell
87,618
-11,104
-11% -$144K ﹤0.01% 1174
2024
Q3 		$776K Buy
98,722
+25,375
+35% +$184K ﹤0.01% 1526
2024
Q2 		$485K Buy
73,347
+6,198
+9% +$43.7K ﹤0.01% 1658
2024
Q1 		$490K Sell
67,149
-3,172
-5% -$25.2K ﹤0.01% 1634
2023
Q4 		$700K Buy
70,321
+2,588
+4% +$20.6K ﹤0.01% 1440
2023
Q3 		$541K Buy
67,733
+10,210
+18% +$89.8K ﹤0.01% 1451
2023
Q2 		$480K Sell
57,523
-853
-1% -$5.56K ﹤0.01% 1469
2023
Q1 		$354K Buy
58,376
+17,106
+41% +$104K ﹤0.01% 1526
2022
Q4 		$189K Buy
+41,270
New +$205K ﹤0.01% 1501

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

Corient Private Wealth's SOFI Position: Q2 2026 in Review

Corient Private Wealth reduced its SoFi Technologies (SOFI) stake by 28% in Q2 2026, selling an estimated $873K and leaving 130,371 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Corient Private Wealth first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.78M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Corient Private Wealth held 130,371 shares of SoFi Technologies worth $2.34M as of Q2 2026.
  • Corient Private Wealth sold 51,550 SoFi Technologies shares in Q2 2026, an estimated $873K.
  • SoFi Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1295 holding.
  • Corient Private Wealth first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's SoFi Technologies position peaked at $4.78M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.