Lido Advisors
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Lido Advisors’s SoFi Technologies SOFI Stock Holding History

Lido 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 		$1.72M Sell
95,751
-35,241
-27% -$597K ﹤0.01% 864
2026
Q1 		$2.08M Buy
130,992
+22,030
+20% +$464K 0.01% 695
2025
Q4 		$2.88M Buy
108,962
+363
+0.3% +$10.1K 0.01% 610
2025
Q3 		$2.87M Buy
108,599
+97,474
+876% +$2.31M 0.01% 590
2025
Q2 		$203K Buy
+11,125
New +$147K ﹤0.01% 1519
2022
Q4 		– Sell
-12,075
Closed -$58K – 1080
2022
Q3 		$58K Buy
+12,075
New +$76.4K ﹤0.01% 920

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

Lido Advisors's SOFI Position: Q2 2026 in Review

Lido Advisors reduced its SoFi Technologies (SOFI) stake by 27% in Q2 2026, selling an estimated $597K and leaving 95,751 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Lido Advisors first reported a position in SOFI in Q3 2022 and has held it in 6 quarters since. The position peaked at $2.88M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Lido Advisors held 95,751 shares of SoFi Technologies worth $1.72M as of Q2 2026.
  • Lido Advisors sold 35,241 SoFi Technologies shares in Q2 2026, an estimated $597K.
  • SoFi Technologies made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #864 holding.
  • Lido Advisors first reported a position in SoFi Technologies in Q3 2022 and has held it in 6 quarters since.
  • Lido Advisors's SoFi Technologies position peaked at $2.88M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.