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Estabrook Capital Management’s SoFi Technologies SOFI Stock Holding History

Estabrook Capital Management’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 		$11.3K Hold
630
– – ﹤0.01% 279
2026
Q1 		$10K Hold
630
– – ﹤0.01% 282
2025
Q4 		$16.5K Hold
630
– – ﹤0.01% 246
2025
Q3 		$16.6K Hold
630
– – ﹤0.01% 242
2025
Q2 		$11.5K Hold
630
– – ﹤0.01% 263
2025
Q1 		$7.33K Hold
630
– – ﹤0.01% 270
2024
Q4 		$9.7K Hold
630
– – ﹤0.01% 270
2024
Q3 		$4.95K Buy
+630
New +$4.58K ﹤0.01% 317

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

Estabrook Capital Management's SOFI Position: Q2 2026 in Review

Estabrook Capital Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 630 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Estabrook Capital Management first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.6K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Estabrook Capital Management held 630 shares of SoFi Technologies worth $11.3K as of Q2 2026.
  • Estabrook Capital Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Estabrook Capital Management's portfolio in Q2 2026, its #279 holding.
  • Estabrook Capital Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Estabrook Capital Management's SoFi Technologies position peaked at $16.6K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Estabrook Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.