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CVA Family Office’s SoFi Technologies SOFI Stock Holding History

CVA Family Office’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 		$12.7K Sell
707
-443
-39% -$7.5K ﹤0.01% 958
2026
Q1 		$18.3K Buy
1,150
+1,127
+4,900% +$23.8K ﹤0.01% 822
2025
Q4 		$602 Hold
23
– – ﹤0.01% 1179
2025
Q3 		$608 Buy
+23
New +$546 ﹤0.01% 1204

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

CVA Family Office's SOFI Position: Q2 2026 in Review

CVA Family Office reduced its SoFi Technologies (SOFI) stake by 39% in Q2 2026, selling an estimated $7.5K and leaving 707 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

CVA Family Office first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.3K in Q1 2026. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • CVA Family Office held 707 shares of SoFi Technologies worth $12.7K as of Q2 2026.
  • CVA Family Office sold 443 SoFi Technologies shares in Q2 2026, an estimated $7.5K.
  • SoFi Technologies made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #958 holding.
  • CVA Family Office first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • CVA Family Office's SoFi Technologies position peaked at $18.3K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.