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Fortis Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Fortis Capital 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 		$1.09M Buy
+61,051
New +$1.03M 0.12% 148
2026
Q1 		– Sell
-37,964
Closed -$994K – 419
2025
Q4 		$994K Buy
37,964
+1,598
+4% +$44.5K 0.15% 122
2025
Q3 		$961K Sell
36,366
-8,201
-18% -$195K 0.15% 113
2025
Q2 		$812K Buy
+44,567
New +$588K 0.15% 114

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

Fortis Capital Advisors's SOFI Position: Q2 2026 in Review

Fortis Capital Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 61,051 shares worth $1.09M. The stake represents 0.12% of the portfolio and ranks #148 among its holdings. This is a return to the name: Fortis Capital Advisors previously reported a position in SOFI as recently as Q4 2025.

Fortis Capital Advisors first reported a position in SOFI in Q2 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fortis Capital Advisors held 61,051 shares of SoFi Technologies worth $1.09M as of Q2 2026.
  • SoFi Technologies was a new Fortis Capital Advisors position in Q2 2026.
  • SoFi Technologies made up 0.12% of Fortis Capital Advisors's portfolio in Q2 2026, its #148 holding.
  • Fortis Capital Advisors first reported a position in SoFi Technologies in Q2 2025 and has held it in 4 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.