DADC
SOFI icon

D.A. Davidson & Co’s SoFi Technologies SOFI Stock Holding History

D.A. Davidson & Co’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 		$5.34M Buy
297,659
+29,811
+11% +$505K 0.03% 401
2026
Q1 		$4.25M Buy
267,848
+48,682
+22% +$1.03M 0.03% 450
2025
Q4 		$5.74M Buy
219,166
+59,623
+37% +$1.66M 0.04% 355
2025
Q3 		$4.22M Buy
159,543
+37,415
+31% +$888K 0.03% 418
2025
Q2 		$2.22M Buy
122,128
+798
+0.7% +$10.5K 0.02% 580
2025
Q1 		$1.41M Buy
121,330
+12,322
+11% +$178K 0.01% 675
2024
Q4 		$1.68M Buy
109,008
+21,344
+24% +$277K 0.01% 616
2024
Q3 		$689K Buy
87,664
+3,322
+4% +$24.1K 0.01% 898
2024
Q2 		$558K Buy
84,342
+1,179
+1% +$8.31K ﹤0.01% 931
2024
Q1 		$607K Buy
83,163
+2,991
+4% +$23.8K 0.01% 913
2023
Q4 		$798K Buy
80,172
+8,518
+12% +$67.7K 0.01% 785
2023
Q3 		$573K Buy
71,654
+1,092
+2% +$9.6K 0.01% 855
2023
Q2 		$588K Buy
70,562
+8,388
+13% +$54.7K 0.01% 873
2023
Q1 		$377K Buy
62,174
+29,834
+92% +$181K ﹤0.01% 996
2022
Q4 		$149K Sell
32,340
-1,772
-5% -$8.79K ﹤0.01% 1226
2022
Q3 		$166K Buy
+34,112
New +$216K ﹤0.01% 1181

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

D.A. Davidson & Co's SOFI Position: Q2 2026 in Review

D.A. Davidson & Co increased its SoFi Technologies (SOFI) stake by 11% in Q2 2026, buying an estimated $505K and bringing the position to 297,659 shares worth $5.34M. The position accounts for 0.03% of the portfolio, ranked #401.

D.A. Davidson & Co first reported a position in SOFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.74M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • D.A. Davidson & Co held 297,659 shares of SoFi Technologies worth $5.34M as of Q2 2026.
  • D.A. Davidson & Co bought 29,811 SoFi Technologies shares in Q2 2026, an estimated $505K.
  • SoFi Technologies made up 0.03% of D.A. Davidson & Co's portfolio in Q2 2026, its #401 holding.
  • D.A. Davidson & Co first reported a position in SoFi Technologies in Q3 2022 and has held it in 16 quarters since.
  • D.A. Davidson & Co's SoFi Technologies position peaked at $5.74M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.