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SOFI icon

Covestor’s SoFi Technologies SOFI Stock Holding History

Covestor’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 		$48K Buy
2,679
+2,146
+403% +$36.4K 0.03% 805
2026
Q1 		$8K Sell
533
-333
-38% -$7.02K 0.01% 1614
2025
Q4 		$23K Sell
866
-97
-10% -$2.7K 0.01% 1236
2025
Q3 		$25K Sell
963
-9,023
-90% -$214K 0.01% 1198
2025
Q2 		$182K Buy
9,986
+8,743
+703% +$115K 0.11% 233
2025
Q1 		$14K Buy
1,243
+26
+2% +$375 0.01% 1323
2024
Q4 		$19K Buy
1,217
+94
+8% +$1.22K 0.01% 1226
2024
Q3 		$9K Buy
1,123
+14
+1% +$102 0.01% 1634
2024
Q2 		$7K Buy
1,109
+4
+0.4% +$28 ﹤0.01% 1728
2024
Q1 		$8K Sell
1,105
-47
-4% -$373 0.01% 1718
2023
Q4 		$11K Buy
1,152
+8
+0.7% +$64 0.01% 1516
2023
Q3 		$9K Sell
1,144
-33
-3% -$290 0.01% 1501
2023
Q2 		$10K Sell
1,177
-6
-0.5% -$39 0.01% 1456
2023
Q1 		$7K Sell
1,183
-21
-2% -$127 0.01% 1485
2022
Q4 		$6K Sell
1,204
-37
-3% -$184 ﹤0.01% 1536
2022
Q3 		$6K Buy
1,241
+1,194
+2,540% +$7.55K 0.01% 1453
2022
Q2 		$0 Hold
47
– – ﹤0.01% 2338
2022
Q1 		$0 Hold
47
– – ﹤0.01% 2424
2021
Q4 		$1K Buy
+47
New +$863 ﹤0.01% 1935

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

Covestor's SOFI Position: Q2 2026 in Review

Covestor increased its SoFi Technologies (SOFI) stake by 403% in Q2 2026, buying an estimated $36.4K and bringing the position to 2,679 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #805.

Covestor first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $182K in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Covestor held 2,679 shares of SoFi Technologies worth $48K as of Q2 2026.
  • Covestor bought 2,146 SoFi Technologies shares in Q2 2026, an estimated $36.4K.
  • SoFi Technologies made up 0.03% of Covestor's portfolio in Q2 2026, its #805 holding.
  • Covestor first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Covestor's SoFi Technologies position peaked at $182K in Q2 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.