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	$53.8K	Buy	+3,000	New	+$50.8K	﹤0.01%	2084

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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.