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
Q3 		$44.2M Sell
2,813,182
-179,604
-6% -$3.16M 0.01% 1109
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 		$9.9M Buy
1,360,082
+371,151
+38% +$2.95M 0.01% 1335
2023
Q4 		$9.8M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial's SOFI Position: Q3 2026 in Review

LPL Financial reduced its SoFi Technologies (SOFI) stake by 6% in Q3 2026, selling an estimated $3.16M and leaving 2,813,182 shares worth $44.2M. The position accounts for 0.01% of the portfolio, ranked #1109.

LPL Financial first reported a position in SOFI in Q4 2020 and has held it in 23 quarters since. The position peaked at $62.6M in Q4 2025. 471 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • LPL Financial held 2,813,182 shares of SoFi Technologies worth $44.2M as of Q3 2026.
  • LPL Financial sold 179,604 SoFi Technologies shares in Q3 2026, an estimated $3.16M.
  • SoFi Technologies made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1109 holding.
  • LPL Financial first reported a position in SoFi Technologies in Q4 2020 and has held it in 23 quarters since.
  • LPL Financial's SoFi Technologies position peaked at $62.6M in Q4 2025.
  • 471 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.