HIA
SOFI icon

HFM Investment Advisors’s SoFi Technologies SOFI Stock Holding History

HFM 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 		$2.21K Buy
123
+72
+141% +$1.22K ﹤0.01% 419
2026
Q1 		$810 Sell
51
-138
-73% -$2.91K ﹤0.01% 488
2025
Q4 		$4.95K Buy
189
+120
+174% +$3.34K ﹤0.01% 189
2025
Q3 		$1.82K Buy
69
+24
+53% +$570 ﹤0.01% 203
2025
Q2 		$819 Buy
45
+8
+22% +$105 ﹤0.01% 451
2025
Q1 		$431 Buy
+37
New +$533 ﹤0.01% 338

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 $3.38T AUM 44.17% 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

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

HFM Investment Advisors increased its SoFi Technologies (SOFI) stake by 141% in Q2 2026, buying an estimated $1.22K and bringing the position to 123 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

HFM Investment Advisors first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.95K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • HFM Investment Advisors held 123 shares of SoFi Technologies worth $2.21K as of Q2 2026.
  • HFM Investment Advisors bought 72 SoFi Technologies shares in Q2 2026, an estimated $1.22K.
  • SoFi Technologies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #419 holding.
  • HFM Investment Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's SoFi Technologies position peaked at $4.95K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.