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MCF Advisors’s SoFi Technologies SOFI Stock Holding History

MCF Advisors’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 		$16.2K Sell
904
-401
-31% -$6.79K ﹤0.01% 944
2026
Q1 		$20.7K Sell
1,305
-1,821
-58% -$38.4K ﹤0.01% 811
2025
Q4 		$81.8K Buy
3,126
+678
+28% +$18.9K ﹤0.01% 432
2025
Q3 		$64.7K Sell
2,448
-624
-20% -$14.8K ﹤0.01% 386
2025
Q2 		$55.9K Hold
3,072
– – ﹤0.01% 384
2025
Q1 		$35.7K Buy
3,072
+1,671
+119% +$24.1K ﹤0.01% 446
2024
Q4 		$21.6K Hold
1,401
– – ﹤0.01% 548
2024
Q3 		$11K Buy
1,401
+1,000
+249% +$7.27K ﹤0.01% 636
2024
Q2 		$2.65K Hold
401
– – ﹤0.01% 820
2024
Q1 		$2.93K Buy
+401
New +$3.19K ﹤0.01% 778

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

MCF Advisors's SOFI Position: Q2 2026 in Review

MCF Advisors reduced its SoFi Technologies (SOFI) stake by 31% in Q2 2026, selling an estimated $6.79K and leaving 904 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #944.

MCF Advisors first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $81.8K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • MCF Advisors held 904 shares of SoFi Technologies worth $16.2K as of Q2 2026.
  • MCF Advisors sold 401 SoFi Technologies shares in Q2 2026, an estimated $6.79K.
  • SoFi Technologies made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #944 holding.
  • MCF Advisors first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
  • MCF Advisors's SoFi Technologies position peaked at $81.8K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.