EH
SOFI icon

Equitable Holdings’s SoFi Technologies SOFI Stock Holding History

Equitable Holdings’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 		$1.61M Buy
89,808
+16,747
+23% +$284K 0.01% 811
2026
Q1 		$1.91M Buy
73,061
+10,376
+17% +$219K 0.01% 742
2025
Q4 		$1.64M Buy
62,685
+37,226
+146% +$1.04M 0.01% 706
2025
Q3 		$673K Sell
25,459
-5,631
-18% -$134K ﹤0.01% 980
2025
Q2 		$566K Sell
31,090
-7,435
-19% -$98K ﹤0.01% 966
2025
Q1 		$448K Sell
38,525
-5,064
-12% -$73K ﹤0.01% 950
2024
Q4 		$671K Sell
43,589
-23,635
-35% -$307K 0.01% 788
2024
Q3 		$528K Sell
67,224
-67,723
-50% -$492K 0.01% 847
2024
Q2 		$892K Buy
134,947
+39,482
+41% +$278K 0.01% 675
2024
Q1 		$697K Buy
95,465
+18,967
+25% +$151K 0.01% 707
2023
Q4 		$761K Buy
76,498
+44,725
+141% +$355K 0.01% 645
2023
Q3 		$254K Sell
31,773
-33,413
-51% -$294K ﹤0.01% 923
2023
Q2 		$544K Buy
65,186
+33,123
+103% +$216K 0.01% 680
2023
Q1 		$195K Buy
32,063
+500
+2% +$3.03K ﹤0.01% 930
2022
Q4 		$146K Sell
31,563
-13,592
-30% -$67.4K ﹤0.01% 872
2022
Q3 		$220K Buy
45,155
+15,658
+53% +$99.1K ﹤0.01% 779
2022
Q2 		$155K Buy
29,497
+3,577
+14% +$24.2K ﹤0.01% 830
2022
Q1 		$245K Buy
25,920
+12,450
+92% +$143K ﹤0.01% 782
2021
Q4 		$213K Buy
+13,470
New +$247K ﹤0.01% 814

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

Equitable Holdings's SOFI Position: Q2 2026 in Review

Equitable Holdings increased its SoFi Technologies (SOFI) stake by 23% in Q2 2026, buying an estimated $284K and bringing the position to 89,808 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #811.

Equitable Holdings first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.91M in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Equitable Holdings held 89,808 shares of SoFi Technologies worth $1.61M as of Q2 2026.
  • Equitable Holdings bought 16,747 SoFi Technologies shares in Q2 2026, an estimated $284K.
  • SoFi Technologies made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #811 holding.
  • Equitable Holdings first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Equitable Holdings's SoFi Technologies position peaked at $1.91M in Q1 2026.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.