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 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 $20.4B AUM 18.11% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CX Institutional's SOFI Position: Q2 2026 in Review

CX Institutional increased its SoFi Technologies (SOFI) stake by 36% in Q2 2026, buying an estimated $11.1K and bringing the position to 2,477 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

CX Institutional first reported a position in SOFI in Q1 2023 and has held it in 8 quarters since. The position peaked at $83.4K in Q2 2023. 142 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

CX Institutional held 2,477 shares of SoFi Technologies worth $44K as of Q2 2026.
CX Institutional bought 658 SoFi Technologies shares in Q2 2026, an estimated $11.1K.
SoFi Technologies made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1004 holding.
CX Institutional first reported a position in SoFi Technologies in Q1 2023 and has held it in 8 quarters since.
CX Institutional's SoFi Technologies position peaked at $83.4K in Q2 2023.
142 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.