GIA
SOFI icon

GHP Investment Advisors’s SoFi Technologies SOFI Stock Holding History

GHP Investment 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 		$7.53K Buy
420
+40
+11% +$678 ﹤0.01% 845
2026
Q1 		$6.04K Buy
380
+38
+11% +$801 ﹤0.01% 876
2025
Q4 		$8.95K Hold
342
– – ﹤0.01% 760
2025
Q3 		$9.04K Buy
+342
New +$8.12K ﹤0.01% 725

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

GHP Investment Advisors's SOFI Position: Q2 2026 in Review

GHP Investment Advisors increased its SoFi Technologies (SOFI) stake by 11% in Q2 2026, buying an estimated $678 and bringing the position to 420 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

GHP Investment Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.04K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • GHP Investment Advisors held 420 shares of SoFi Technologies worth $7.53K as of Q2 2026.
  • GHP Investment Advisors bought 40 SoFi Technologies shares in Q2 2026, an estimated $678.
  • SoFi Technologies made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #845 holding.
  • GHP Investment Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • GHP Investment Advisors's SoFi Technologies position peaked at $9.04K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.