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
2025
Q3 		– Sell
-1,200
Closed -$2.91K – 4038
2025
Q2 		$2.91K Buy
1,200
+1,100
+1,100% +$14.5K ﹤0.01% 3704
2025
Q1 		$1 Sell
100
-119,900
-100% -$1.73M ﹤0.01% 3722
2024
Q4 		$125K Buy
120,000
+114,000
+1,900% +$1.48M ﹤0.01% 3324
2024
Q3 		$1.74K Sell
6,000
-4,500
-43% -$32.7K ﹤0.01% 3642
2024
Q2 		$4.81K Buy
10,500
+4,200
+67% +$29.6K ﹤0.01% 3486
2024
Q1 		$3.76K Buy
+6,300
New +$50K ﹤0.01% 3456
2023
Q2 		– Sell
-4,100
Closed -$2.81K – 3670
2023
Q1 		$2.81K Buy
+4,100
New +$24.9K ﹤0.01% 3274
2022
Q2 		– Sell
-82
Closed -$19K – 3508
2022
Q1 		$19K Buy
+82
New +$942 ﹤0.01% 3170

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

HighTower Advisors's SOFI Position: Q2 2026 in Review

HighTower Advisors increased its SoFi Technologies (SOFI) stake by 6.5% in Q2 2026, buying an estimated $131K and bringing the position to 126,362 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

HighTower Advisors first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $8.03M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • HighTower Advisors held 126,362 shares of SoFi Technologies worth $2.27M as of Q2 2026.
  • HighTower Advisors bought 7,755 SoFi Technologies shares in Q2 2026, an estimated $131K.
  • SoFi Technologies made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1689 holding.
  • HighTower Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • HighTower Advisors's SoFi Technologies position peaked at $8.03M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.