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
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
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

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. 926 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.
  • 926 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.