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 Q4	–	Sell	-3,000	Closed	-$6.12K	–	3938
2025 Q3	$6.12K	Buy	+3,000	New	+$71.2K	﹤0.01%	3717
2024 Q1	–	Sell	-9,400	Closed	-$21.7K	–	3969
2023 Q4	$21.7K	Buy	9,400 +9,335	+14,362%	+$74.2K	﹤0.01%	3392
2023 Q3	$5.66K	Buy	65 +18	+38%	+$158	﹤0.01%	3418
2023 Q2	$12K	Buy	+47	New	+$306	﹤0.01%	3293
2023 Q1	–	Sell	-115	Closed	-$2.84K	–	3655
2022 Q4	$2.84K	Buy	115 +78	+211%	+$387	﹤0.01%	3246
2022 Q3	$1K	Buy	+37	New	+$234	﹤0.01%	3131
2022 Q1	–	Sell	-20	Closed	-$22K	–	3655
2021 Q4	$22K	Buy	+20	New	+$367	﹤0.01%	3101

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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.