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
Q1 		– Sell
-11,500
Closed -$301K – 6147
2025
Q4 		$301K Sell
11,500
-3,000
-21% -$83.6K ﹤0.01% 5139
2025
Q3 		$383K Buy
+14,500
New +$344K ﹤0.01% 4855

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.