Moors & Cabot
SOFI icon

Moors & Cabot’s SoFi Technologies SOFI Stock Holding History

Moors & Cabot’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
Q3 		$10.3M Sell
653,396
-23,157
-3% -$408K 0.39% 52
2026
Q2 		$12.1M Sell
676,553
-8,116
-1% -$138K 0.47% 47
2026
Q1 		$10.9M Buy
684,669
+27,971
+4% +$590K 0.47% 45
2025
Q4 		$17.2M Buy
656,698
+2,301
+0.4% +$64.1K 0.74% 24
2025
Q3 		$17.3M Sell
654,397
-35,617
-5% -$845K 0.75% 23
2025
Q2 		$12.6M Sell
690,014
-18,665
-3% -$246K 0.58% 35
2025
Q1 		$8.24M Buy
708,679
+36,084
+5% +$520K 0.42% 49
2024
Q4 		$10.4M Sell
672,595
-181,095
-21% -$2.35M 0.49% 43
2024
Q3 		$6.71M Buy
853,690
+86,025
+11% +$625K 0.33% 63
2024
Q2 		$5.07M Sell
767,665
-15,825
-2% -$112K 0.27% 84
2024
Q1 		$5.72M Buy
783,490
+90,509
+13% +$719K 0.31% 70
2023
Q4 		$6.9M Buy
692,981
+48,281
+7% +$384K 0.43% 46
2023
Q3 		$5.15M Buy
644,700
+93,741
+17% +$824K 0.35% 62
2023
Q2 		$4.59M Sell
550,959
-32,000
-5% -$209K 0.31% 76
2023
Q1 		$3.54M Buy
582,959
+59,525
+11% +$361K 0.24% 98
2022
Q4 		$2.41M Buy
523,434
+153,730
+42% +$762K 0.17% 138
2022
Q3 		$1.8M Buy
369,704
+94,208
+34% +$596K 0.14% 161
2022
Q2 		$1.45M Buy
275,496
+14,970
+6% +$101K 0.1% 197
2022
Q1 		$2.46M Buy
260,526
+30,635
+13% +$352K 0.15% 141
2021
Q4 		$3.64M Buy
229,891
+34,896
+18% +$640K 0.22% 97
2021
Q3 		$3.11M Buy
194,995
+87,650
+82% +$1.37M 0.2% 111
2021
Q2 		$2.06M Buy
107,345
+76,495
+248% +$1.42M 0.14% 152
2021
Q1 		$530K Buy
+30,850
New +$609K 0.04% 383

Other funds holding SOFI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Moors & Cabot's SOFI Position: Q3 2026 in Review

Moors & Cabot reduced its SoFi Technologies (SOFI) stake by 3.4% in Q3 2026, selling an estimated $408K and leaving 653,396 shares worth $10.3M. The position accounts for 0.39% of the portfolio, ranked #52.

Moors & Cabot first reported a position in SOFI in Q1 2021 and has held it in 23 quarters since. The position peaked at $17.3M in Q3 2025. 471 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Moors & Cabot held 653,396 shares of SoFi Technologies worth $10.3M as of Q3 2026.
  • Moors & Cabot sold 23,157 SoFi Technologies shares in Q3 2026, an estimated $408K.
  • SoFi Technologies made up 0.39% of Moors & Cabot's portfolio in Q3 2026, its #52 holding.
  • Moors & Cabot first reported a position in SoFi Technologies in Q1 2021 and has held it in 23 quarters since.
  • Moors & Cabot's SoFi Technologies position peaked at $17.3M in Q3 2025.
  • 471 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.