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 		$1.58M Buy
+99,300
New +$2.09M ﹤0.01% 3728
2025
Q4 		– Sell
-10,000
Closed -$264K – 6044
2025
Q3 		$264K Buy
+10,000
New +$237K ﹤0.01% 5156

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LPL Financial's SOFI Position: Q1 2026 in Review

LPL Financial increased its SoFi Technologies (SOFI) stake by 24% in Q1 2026, buying an estimated $12.3M and bringing the position to 2,975,037 shares worth $47.2M. The position accounts for 0.01% of the portfolio, ranked #949.

LPL Financial first reported a position in SOFI in Q4 2020 and has held it in 21 quarters since. The position peaked at $62.6M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • LPL Financial held 2,975,037 shares of SoFi Technologies worth $47.2M as of Q1 2026.
  • LPL Financial bought 583,269 SoFi Technologies shares in Q1 2026, an estimated $12.3M.
  • SoFi Technologies made up 0.01% of LPL Financial's portfolio in Q1 2026, its #949 holding.
  • LPL Financial first reported a position in SoFi Technologies in Q4 2020 and has held it in 21 quarters since.
  • LPL Financial's SoFi Technologies position peaked at $62.6M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.