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Kovack Advisors’s SoFi Technologies SOFI Stock Holding History

Kovack 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
Q2 		$1.63M Buy
88,436
+1,360
+2% +$23K 0.08% 255
2026
Q1 		$1.36M Buy
87,076
+2,924
+3% +$61.6K 0.07% 269
2025
Q4 		$2.2M Sell
84,152
-5,525
-6% -$154K 0.1% 183
2025
Q3 		$2.37M Buy
89,677
+3,556
+4% +$84.4K 0.22% 87
2025
Q2 		$1.57M Buy
86,121
+9,061
+12% +$119K 0.15% 126
2025
Q1 		$896K Buy
77,060
+11,423
+17% +$165K 0.09% 193
2024
Q4 		$1.01M Sell
65,637
-14,903
-19% -$194K 0.1% 168
2024
Q3 		$633K Sell
80,540
-54,479
-40% -$396K 0.07% 252
2024
Q2 		$892K Buy
135,019
+9,704
+8% +$68.4K 0.1% 182
2024
Q1 		$915K Buy
125,315
+7,502
+6% +$59.6K 0.11% 152
2023
Q4 		$1.17M Buy
117,813
+17,256
+17% +$137K 0.14% 150
2023
Q3 		$803K Buy
100,557
+3,430
+4% +$30.2K 0.11% 171
2023
Q2 		$810K Buy
97,127
+1,863
+2% +$12.1K 0.1% 189
2023
Q1 		$578K Buy
95,264
+11,383
+14% +$69K 0.08% 262
2022
Q4 		$387K Buy
83,881
+36,360
+77% +$180K 0.06% 337
2022
Q3 		$232K Buy
47,521
+25,246
+113% +$160K 0.03% 479
2022
Q2 		$117K Sell
22,275
-3,715
-14% -$25.1K 0.02% 582
2022
Q1 		$245K Buy
25,990
+5,199
+25% +$59.7K 0.03% 596
2021
Q4 		$329K Buy
20,791
+1,909
+10% +$35K 0.03% 497
2021
Q3 		$300K Buy
18,882
+2,951
+19% +$46.3K 0.03% 528
2021
Q2 		$305K Buy
+15,931
New +$295K 0.03% 512

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

Kovack Advisors's SOFI Position: Q2 2026 in Review

Kovack Advisors increased its SoFi Technologies (SOFI) stake by 1.6% in Q2 2026, buying an estimated $23K and bringing the position to 88,436 shares worth $1.63M. The position accounts for 0.08% of the portfolio, ranked #255.

Kovack Advisors first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.37M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Kovack Advisors held 88,436 shares of SoFi Technologies worth $1.63M as of Q2 2026.
  • Kovack Advisors bought 1,360 SoFi Technologies shares in Q2 2026, an estimated $23K.
  • SoFi Technologies made up 0.08% of Kovack Advisors's portfolio in Q2 2026, its #255 holding.
  • Kovack Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Kovack Advisors's SoFi Technologies position peaked at $2.37M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.