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Legend Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Legend Capital 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 		$378K Sell
21,090
-4,335
-17% -$73.4K 0.21% 44
2026
Q1 		$404K Sell
25,425
-500
-2% -$10.5K 0.25% 38
2025
Q4 		$679K Buy
+25,925
New +$722K 0.38% 26

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

Legend Capital Advisors's SOFI Position: Q2 2026 in Review

Legend Capital Advisors reduced its SoFi Technologies (SOFI) stake by 17% in Q2 2026, selling an estimated $73.4K and leaving 21,090 shares worth $378K. The position accounts for 0.21% of the portfolio, ranked #44.

Legend Capital Advisors first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $679K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Legend Capital Advisors held 21,090 shares of SoFi Technologies worth $378K as of Q2 2026.
  • Legend Capital Advisors sold 4,335 SoFi Technologies shares in Q2 2026, an estimated $73.4K.
  • SoFi Technologies made up 0.21% of Legend Capital Advisors's portfolio in Q2 2026, its #44 holding.
  • Legend Capital Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Legend Capital Advisors's SoFi Technologies position peaked at $679K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.