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MAI Capital Management’s SoFi Technologies SOFI Stock Holding History

MAI Capital Management’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 		$875K Buy
48,807
+877
+2% +$14.9K ﹤0.01% 1044
2026
Q1 		$761K Buy
47,930
+41,007
+592% +$864K ﹤0.01% 868
2025
Q4 		$181K Buy
6,923
+86
+1% +$2.4K ﹤0.01% 1352
2025
Q3 		$181K Buy
6,837
+1,003
+17% +$23.8K ﹤0.01% 1312
2025
Q2 		$106K Buy
5,834
+2,749
+89% +$36.3K ﹤0.01% 1452
2025
Q1 		$35.9K Buy
3,085
+93
+3% +$1.34K ﹤0.01% 1918
2024
Q4 		$46.1K Buy
+2,992
New +$38.9K ﹤0.01% 1818

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

MAI Capital Management's SOFI Position: Q2 2026 in Review

MAI Capital Management increased its SoFi Technologies (SOFI) stake by 1.8% in Q2 2026, buying an estimated $14.9K and bringing the position to 48,807 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

MAI Capital Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • MAI Capital Management held 48,807 shares of SoFi Technologies worth $875K as of Q2 2026.
  • MAI Capital Management bought 877 SoFi Technologies shares in Q2 2026, an estimated $14.9K.
  • SoFi Technologies made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1044 holding.
  • MAI Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.