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LRI Investments’s SoFi Technologies SOFI Stock Holding History

LRI Investments’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 		$950 Sell
53
-20
-27% -$339 ﹤0.01% 1384
2026
Q1 		$1.16K Sell
73
-2,975
-98% -$62.7K ﹤0.01% 1307
2025
Q4 		$79.8K Buy
3,048
+284
+10% +$7.91K 0.01% 461
2025
Q3 		$73K Buy
+2,764
New +$65.6K 0.01% 479

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

LRI Investments's SOFI Position: Q2 2026 in Review

LRI Investments reduced its SoFi Technologies (SOFI) stake by 27% in Q2 2026, selling an estimated $339 and leaving 53 shares worth $950. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

LRI Investments first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $79.8K in Q4 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • LRI Investments held 53 shares of SoFi Technologies worth $950 as of Q2 2026.
  • LRI Investments sold 20 SoFi Technologies shares in Q2 2026, an estimated $339.
  • SoFi Technologies made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1384 holding.
  • LRI Investments first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's SoFi Technologies position peaked at $79.8K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.