LPL Financial
SOFI icon

LPL Financial’s SoFi Technologies SOFI Stock Holding History

LPL Financial’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 		$53.7M Buy
2,992,786
+17,749
+0.6% +$301K 0.01% 976
2026
Q1 		$47.2M Buy
2,975,037
+583,269
+24% +$12.3M 0.01% 949
2025
Q4 		$62.6M Buy
2,391,768
+45,865
+2% +$1.28M 0.02% 768
2025
Q3 		$62M Buy
2,345,903
+215,127
+10% +$5.1M 0.02% 741
2025
Q2 		$38.8M Buy
2,130,776
+318,146
+18% +$4.2M 0.01% 896
2025
Q1 		$21.1M Buy
1,812,630
+209,290
+13% +$3.02M 0.01% 1118
2024
Q4 		$24.7M Sell
1,603,340
-22,451
-1% -$292K 0.01% 970
2024
Q3 		$12.8M Buy
1,625,791
+83,396
+5% +$606K 0.01% 1302
2024
Q2 		$10.2M Buy
1,542,395
+182,313
+13% +$1.29M 0.01% 1365
2024
Q1 		$9.93M Buy
1,360,082
+371,151
+38% +$2.95M 0.01% 1335
2023
Q4 		$9.84M Buy
988,931
+84,870
+9% +$675K 0.01% 1268
2023
Q3 		$7.22M Buy
904,061
+42,419
+5% +$373K 0.01% 1365
2023
Q2 		$7.19M Buy
861,642
+61,086
+8% +$398K 0.01% 1351
2023
Q1 		$4.86M Sell
800,556
-69,900
-8% -$424K ﹤0.01% 1530
2022
Q4 		$4.01M Buy
870,456
+214,922
+33% +$1.07M ﹤0.01% 1593
2022
Q3 		$3.2M Buy
655,534
+23,030
+4% +$146K ﹤0.01% 1668
2022
Q2 		$3.33M Buy
+632,504
New +$4.27M ﹤0.01% 1653
2022
Q1 		– Sell
-369,551
Closed -$5.84M – 4376
2021
Q4 		$5.84M Buy
369,551
+210,003
+132% +$3.85M ﹤0.01% 1358
2021
Q3 		$2.53M Buy
159,548
+95,456
+149% +$1.5M ﹤0.01% 1878
2021
Q2 		$1.23M Buy
64,092
+24,735
+63% +$459K ﹤0.01% 2398
2021
Q1 		$675K Buy
39,357
+18,491
+89% +$365K ﹤0.01% 2762
2020
Q4 		$260K Buy
+20,866
New +$236K ﹤0.01% 3325

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

LPL Financial's SOFI Position: Q2 2026 in Review

LPL Financial increased its SoFi Technologies (SOFI) stake by 0.6% in Q2 2026, buying an estimated $301K and bringing the position to 2,992,786 shares worth $53.7M. The position accounts for 0.01% of the portfolio, ranked #976.

LPL Financial first reported a position in SOFI in Q4 2020 and has held it in 22 quarters since. The position peaked at $62.6M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • LPL Financial held 2,992,786 shares of SoFi Technologies worth $53.7M as of Q2 2026.
  • LPL Financial bought 17,749 SoFi Technologies shares in Q2 2026, an estimated $301K.
  • SoFi Technologies made up 0.01% of LPL Financial's portfolio in Q2 2026, its #976 holding.
  • LPL Financial first reported a position in SoFi Technologies in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's SoFi Technologies position peaked at $62.6M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.