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Cornerstone Financial Management’s SoFi Technologies SOFI Stock Holding History

Cornerstone Financial Management’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 		$843 Buy
47
+9
+24% +$152 ﹤0.01% 1163
2026
Q1 		$603 Sell
38
-116
-75% -$2.44K ﹤0.01% 1104
2025
Q4 		$4.02K Buy
+154
New +$4.29K ﹤0.01% 476

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

Cornerstone Financial Management's SOFI Position: Q2 2026 in Review

Cornerstone Financial Management increased its SoFi Technologies (SOFI) stake by 24% in Q2 2026, buying an estimated $152 and bringing the position to 47 shares worth $843. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Cornerstone Financial Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.02K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Cornerstone Financial Management held 47 shares of SoFi Technologies worth $843 as of Q2 2026.
  • Cornerstone Financial Management bought 9 SoFi Technologies shares in Q2 2026, an estimated $152.
  • SoFi Technologies made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1163 holding.
  • Cornerstone Financial Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's SoFi Technologies position peaked at $4.02K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.