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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

HighTower Advisors's SOFI Position: Q1 2026 in Review

HighTower Advisors reduced its SoFi Technologies (SOFI) stake by 61% in Q1 2026, selling an estimated $3.97M and leaving 118,607 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

HighTower Advisors first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.03M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • HighTower Advisors held 118,607 shares of SoFi Technologies worth $1.88M as of Q1 2026.
  • HighTower Advisors sold 188,188 SoFi Technologies shares in Q1 2026, an estimated $3.97M.
  • SoFi Technologies made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1749 holding.
  • HighTower Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • HighTower Advisors's SoFi Technologies position peaked at $8.03M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.