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LM Advisors’s SoFi Technologies SOFI Stock Holding History

LM 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 		$1.82M Buy
101,459
+99,799
+6,012% +$1.69M 0.21% 75
2026
Q1 		$105K Sell
1,660
-1,490
-47% -$31.4K 1.65% 10
2025
Q4 		$120K Sell
3,150
-123,353
-98% -$3.44M 2.16% 8
2025
Q3 		$3.34M Sell
126,503
-8,097
-6% -$192K 0.48% 43
2025
Q2 		$2.45M Sell
134,600
-5,027
-4% -$66.3K 0.32% 47
2025
Q1 		$1.62M Buy
139,627
+11,822
+9% +$170K 0.29% 62
2024
Q4 		$1.97M Sell
127,805
-4,700
-4% -$61K 0.35% 54
2024
Q3 		$1.04M Sell
132,505
-100
-0.1% -$727 0.21% 75
2024
Q2 		$877K Sell
132,605
-11,249
-8% -$79.3K 0.15% 93
2024
Q1 		$1.05M Sell
143,854
-24,000
-14% -$191K 0.17% 93
2023
Q4 		$1.67M Buy
+167,854
New +$1.33M 0.34% 61

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

LM Advisors's SOFI Position: Q2 2026 in Review

LM Advisors increased its SoFi Technologies (SOFI) stake by 6,012% in Q2 2026, buying an estimated $1.69M and bringing the position to 101,459 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #75.

LM Advisors first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.34M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • LM Advisors held 101,459 shares of SoFi Technologies worth $1.82M as of Q2 2026.
  • LM Advisors bought 99,799 SoFi Technologies shares in Q2 2026, an estimated $1.69M.
  • SoFi Technologies made up 0.21% of LM Advisors's portfolio in Q2 2026, its #75 holding.
  • LM Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's SoFi Technologies position peaked at $3.34M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.