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Gladstone Institutional Advisory’s SoFi Technologies SOFI Stock Holding History

Gladstone Institutional Advisory’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 		$465K Buy
25,957
+5,133
+25% +$87K 0.01% 610
2026
Q1 		$331K Buy
20,824
+4,324
+26% +$91.1K 0.01% 642
2025
Q4 		$432K Sell
16,500
-205
-1% -$5.71K 0.02% 530
2025
Q3 		$441K Sell
16,705
-7,347
-31% -$174K 0.02% 549
2025
Q2 		$438K Sell
24,052
-13,985
-37% -$184K 0.02% 530
2025
Q1 		$442K Sell
38,037
-290
-0.8% -$4.18K 0.02% 495
2024
Q4 		$590K Sell
38,327
-21,783
-36% -$283K 0.03% 431
2024
Q3 		$472K Buy
60,110
+37,100
+161% +$270K 0.02% 462
2024
Q2 		$152K Sell
23,010
-13,100
-36% -$92.4K 0.01% 636
2024
Q1 		$264K Sell
36,110
-1,590
-4% -$12.6K 0.01% 554
2023
Q4 		$375K Sell
37,700
-10,850
-22% -$86.2K 0.02% 477
2023
Q3 		$388K Buy
48,550
+6,450
+15% +$56.7K 0.03% 437
2023
Q2 		$351K Buy
42,100
+1,100
+3% +$7.17K 0.02% 476
2023
Q1 		$249K Buy
41,000
+25,802
+170% +$156K 0.02% 570
2022
Q4 		$70.1K Sell
15,198
-386
-2% -$1.91K ﹤0.01% 629
2022
Q3 		$76K Sell
15,584
-4,659
-23% -$29.5K 0.01% 614
2022
Q2 		$107K Sell
20,243
-6,780
-25% -$45.8K 0.01% 621
2022
Q1 		$255K Sell
27,023
-313
-1% -$3.6K 0.02% 594
2021
Q4 		$432K Sell
27,336
-4,375
-14% -$80.3K 0.03% 411
2021
Q3 		$504K Buy
+31,711
New +$497K 0.05% 321

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

Gladstone Institutional Advisory's SOFI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its SoFi Technologies (SOFI) stake by 25% in Q2 2026, buying an estimated $87K and bringing the position to 25,957 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #610.

Gladstone Institutional Advisory first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $590K in Q4 2024. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Gladstone Institutional Advisory held 25,957 shares of SoFi Technologies worth $465K as of Q2 2026.
  • Gladstone Institutional Advisory bought 5,133 SoFi Technologies shares in Q2 2026, an estimated $87K.
  • SoFi Technologies made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #610 holding.
  • Gladstone Institutional Advisory first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's SoFi Technologies position peaked at $590K in Q4 2024.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.