HighTower Advisors
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HighTower Advisors’s SoFi Technologies SOFI Stock Holding History

HighTower 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
Q3 		$1.9M Sell
120,854
-5,508
-4% -$97K ﹤0.01% 1827
2026
Q2 		$2.27M Buy
126,362
+7,755
+7% +$131K ﹤0.01% 1689
2026
Q1 		$1.88M Sell
118,607
-188,188
-61% -$3.97M ﹤0.01% 1749
2025
Q4 		$8.03M Buy
306,795
+173,492
+130% +$4.83M 0.01% 958
2025
Q3 		$3.52M Sell
133,303
-42,024
-24% -$997K ﹤0.01% 1307
2025
Q2 		$3.19M Sell
175,327
-9,156
-5% -$121K ﹤0.01% 1311
2025
Q1 		$2.15M Sell
184,483
-17,869
-9% -$258K ﹤0.01% 1492
2024
Q4 		$3.12M Buy
202,352
+2,878
+1% +$37.4K ﹤0.01% 1277
2024
Q3 		$1.57M Sell
199,474
-3,446
-2% -$25K ﹤0.01% 1653
2024
Q2 		$1.34M Sell
202,920
-36,714
-15% -$259K ﹤0.01% 1689
2024
Q1 		$1.75M Buy
239,634
+54,264
+29% +$431K ﹤0.01% 1501
2023
Q4 		$1.84M Sell
185,370
-54,140
-23% -$430K ﹤0.01% 1481
2023
Q3 		$1.92M Buy
239,510
+1,715
+0.7% +$15.1K ﹤0.01% 1399
2023
Q2 		$1.98M Buy
237,795
+23,454
+11% +$153K ﹤0.01% 1357
2023
Q1 		$1.3M Buy
214,341
+69,869
+48% +$424K ﹤0.01% 1533
2022
Q4 		$659K Sell
144,472
-79,730
-36% -$395K ﹤0.01% 1934
2022
Q3 		$1.09M Buy
224,202
+77,508
+53% +$490K ﹤0.01% 1562
2022
Q2 		$774K Sell
146,694
-221,009
-60% -$1.49M ﹤0.01% 1791
2022
Q1 		$3.51M Buy
367,703
+260,680
+244% +$2.99M 0.01% 1068
2021
Q4 		$1.69M Buy
107,023
+16,886
+19% +$310K ﹤0.01% 1457
2021
Q3 		$1.43M Buy
+90,137
New +$1.41M ﹤0.01% 1448

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HighTower Advisors's SOFI Position: Q3 2026 in Review

HighTower Advisors reduced its SoFi Technologies (SOFI) stake by 4.4% in Q3 2026, selling an estimated $97K and leaving 120,854 shares worth $1.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

HighTower Advisors first reported a position in SOFI in Q3 2021 and has held it in 21 quarters since. The position peaked at $8.03M in Q4 2025. 590 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • HighTower Advisors held 120,854 shares of SoFi Technologies worth $1.9M as of Q3 2026.
  • HighTower Advisors sold 5,508 SoFi Technologies shares in Q3 2026, an estimated $97K.
  • SoFi Technologies made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1827 holding.
  • HighTower Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 21 quarters since.
  • HighTower Advisors's SoFi Technologies position peaked at $8.03M in Q4 2025.
  • 590 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.