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Millennium Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Millennium Capital 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 		$225K Hold
12,550
– – 0.12% 127
2026
Q1 		$199K Buy
12,550
+1,500
+14% +$31.6K 0.12% 130
2025
Q4 		$289K Buy
11,050
+500
+5% +$13.9K 0.17% 108
2025
Q3 		$279K Buy
+10,550
New +$250K 0.17% 107
2025
Q1 		– Sell
-10,650
Closed -$164K – 121
2024
Q4 		$164K Buy
+10,650
New +$138K 0.11% 114

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

Millennium Capital Advisors's SOFI Position: Q2 2026 in Review

Millennium Capital Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 12,550 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #127.

Millennium Capital Advisors first reported a position in SOFI in Q4 2024 and has held it in 5 quarters since. The position peaked at $289K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Millennium Capital Advisors held 12,550 shares of SoFi Technologies worth $225K as of Q2 2026.
  • Millennium Capital Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.12% of Millennium Capital Advisors's portfolio in Q2 2026, its #127 holding.
  • Millennium Capital Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 5 quarters since.
  • Millennium Capital Advisors's SoFi Technologies position peaked at $289K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Millennium Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.