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Farther Finance Advisors’s SoFi Technologies SOFI Stock Holding History

Farther Finance Advisors’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 		$585K Buy
32,596
+5,819
+22% +$98.6K ﹤0.01% 1448
2026
Q1 		$419K Sell
26,777
-9,668
-27% -$204K ﹤0.01% 1525
2025
Q4 		$954K Buy
36,445
+13,276
+57% +$370K 0.01% 904
2025
Q3 		$612K Buy
23,169
+12,398
+115% +$294K 0.01% 973
2025
Q2 		$196K Buy
10,771
+6,423
+148% +$84.7K ﹤0.01% 1399
2025
Q1 		$51.8K Buy
4,348
+1,839
+73% +$26.5K ﹤0.01% 1874
2024
Q4 		$38.6K Buy
2,509
+3
+0.1% +$39 ﹤0.01% 1787
2024
Q3 		$19.7K Buy
2,506
+370
+17% +$2.69K ﹤0.01% 2086
2024
Q2 		$13.7K Buy
2,136
+1,099
+106% +$7.75K ﹤0.01% 1938
2024
Q1 		$7.49K Buy
1,037
+389
+60% +$3.09K ﹤0.01% 1878
2023
Q4 		$6.45K Buy
648
+334
+106% +$2.65K ﹤0.01% 1837
2023
Q3 		$2.51K Buy
314
+181
+136% +$1.59K ﹤0.01% 1770
2023
Q2 		$1.11K Buy
133
+33
+33% +$215 ﹤0.01% 1942
2023
Q1 		$607 Buy
100
+48
+92% +$291 ﹤0.01% 1957
2022
Q4 		$240 Buy
+52
New +$258 ﹤0.01% 1997

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Farther Finance Advisors's SOFI Position: Q2 2026 in Review

Farther Finance Advisors increased its SoFi Technologies (SOFI) stake by 22% in Q2 2026, buying an estimated $98.6K and bringing the position to 32,596 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Farther Finance Advisors first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $954K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Farther Finance Advisors held 32,596 shares of SoFi Technologies worth $585K as of Q2 2026.
  • Farther Finance Advisors bought 5,819 SoFi Technologies shares in Q2 2026, an estimated $98.6K.
  • SoFi Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1448 holding.
  • Farther Finance Advisors first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's SoFi Technologies position peaked at $954K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.