Covestor
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
Q3 		$55K Buy
3,525
+846
+32% +$14.9K 0.04% 692
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Covestor's SOFI Position: Q3 2026 in Review

Covestor increased its SoFi Technologies (SOFI) stake by 32% in Q3 2026, buying an estimated $14.9K and bringing the position to 3,525 shares worth $55K. The position accounts for 0.04% of the portfolio, ranked #692.

Covestor first reported a position in SOFI in Q4 2021 and has held it in 20 quarters since. The position peaked at $182K in Q2 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Covestor held 3,525 shares of SoFi Technologies worth $55K as of Q3 2026.
  • Covestor bought 846 SoFi Technologies shares in Q3 2026, an estimated $14.9K.
  • SoFi Technologies made up 0.04% of Covestor's portfolio in Q3 2026, its #692 holding.
  • Covestor first reported a position in SoFi Technologies in Q4 2021 and has held it in 20 quarters since.
  • Covestor's SoFi Technologies position peaked at $182K in Q2 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.