CX Institutional’s SoFi Technologies SOFI Stock Holding History

CX Institutional’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	$19K	Sell	1,197 -1,280	-52%	-$22.5K	﹤0.01%	1250
2026 Q2	$44K	Buy	2,477 +658	+36%	+$11.1K	﹤0.01%	1004
2026 Q1	$29K	Hold	1,819	–	–	﹤0.01%	1065
2025 Q4	$48K	Buy	1,819 +662	+57%	+$18.4K	﹤0.01%	976
2025 Q3	$31K	Hold	1,157	–	–	﹤0.01%	1026
2025 Q2	$21K	Hold	1,157	–	–	﹤0.01%	956
2025 Q1	$13K	Buy	+1,157	New	+$16.7K	﹤0.01%	992
2023 Q3	–	Sell	-10,000	Closed	-$83.4K	–	544
2023 Q2	$83.4K	Hold	10,000	–	–	﹤0.01%	507
2023 Q1	$60.3K	Buy	+10,000	New	+$60.6K	﹤0.01%	475

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

CX Institutional's SOFI Position: Q3 2026 in Review

CX Institutional reduced its SoFi Technologies (SOFI) stake by 52% in Q3 2026, selling an estimated $22.5K and leaving 1,197 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

CX Institutional first reported a position in SOFI in Q1 2023 and has held it in 9 quarters since. The position peaked at $83.4K in Q2 2023. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

CX Institutional held 1,197 shares of SoFi Technologies worth $19K as of Q3 2026.
CX Institutional sold 1,280 SoFi Technologies shares in Q3 2026, an estimated $22.5K.
SoFi Technologies made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1250 holding.
CX Institutional first reported a position in SoFi Technologies in Q1 2023 and has held it in 9 quarters since.
CX Institutional's SoFi Technologies position peaked at $83.4K in Q2 2023.
220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.