First Trust Advisors
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First Trust Advisors’s SoFi Technologies SOFI Stock Holding History

First Trust 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 		$424K Sell
23,675
-1,129,841
-98% -$19.1M ﹤0.01% 2448
2026
Q1 		$18.3M Sell
1,153,516
-1,429,677
-55% -$30.1M 0.01% 900
2025
Q4 		$67.6M Sell
2,583,193
-737,216
-22% -$20.5M 0.05% 446
2025
Q3 		$87.7M Sell
3,320,409
-628,589
-16% -$14.9M 0.07% 365
2025
Q2 		$71.9M Buy
3,948,998
+673,524
+21% +$8.88M 0.06% 414
2025
Q1 		$38.1M Buy
3,275,474
+588,807
+22% +$8.49M 0.03% 651
2024
Q4 		$41.4M Buy
2,686,667
+2,293,622
+584% +$29.8M 0.04% 610
2024
Q3 		$3.09M Buy
393,045
+105,073
+36% +$764K ﹤0.01% 1574
2024
Q2 		$1.9M Sell
287,972
-383,646
-57% -$2.71M ﹤0.01% 1728
2024
Q1 		$4.9M Sell
671,618
-77,179
-10% -$613K 0.01% 1298
2023
Q4 		$7.45M Sell
748,797
-16,506
-2% -$131K 0.01% 1100
2023
Q3 		$6.11M Buy
765,303
+110,474
+17% +$971K 0.01% 1140
2023
Q2 		$5.46M Buy
654,829
+552,757
+542% +$3.6M 0.01% 1194
2023
Q1 		$620K Sell
102,072
-128,081
-56% -$777K ﹤0.01% 2081
2022
Q4 		$1.06M Buy
230,153
+216,632
+1,602% +$1.07M ﹤0.01% 1944
2022
Q3 		$66K Buy
+13,521
New +$85.5K ﹤0.01% 2448
2021
Q3 		– Sell
-409,600
Closed -$7.85M – 2630
2021
Q2 		$7.85M Buy
+409,600
New +$7.59M 0.01% 1089

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

First Trust Advisors's SOFI Position: Q2 2026 in Review

First Trust Advisors reduced its SoFi Technologies (SOFI) stake by 98% in Q2 2026, selling an estimated $19.1M and leaving 23,675 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

First Trust Advisors first reported a position in SOFI in Q2 2021 and has held it in 17 quarters since. The position peaked at $87.7M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • First Trust Advisors held 23,675 shares of SoFi Technologies worth $424K as of Q2 2026.
  • First Trust Advisors sold 1,129,841 SoFi Technologies shares in Q2 2026, an estimated $19.1M.
  • SoFi Technologies made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2448 holding.
  • First Trust Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 17 quarters since.
  • First Trust Advisors's SoFi Technologies position peaked at $87.7M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.