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
2023 Q3	–	Hold	0	–	-$1.08K	–	875
2023 Q2	–	Hold	0	–	–	–	842

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Moors & Cabot's SOFI Position: Q2 2026 in Review

Moors & Cabot reduced its SoFi Technologies (SOFI) stake by 1.2% in Q2 2026, selling an estimated $138K and leaving 676,553 shares worth $12.1M. The position accounts for 0.47% of the portfolio, ranked #47.

Moors & Cabot first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $17.3M in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Moors & Cabot held 676,553 shares of SoFi Technologies worth $12.1M as of Q2 2026.
Moors & Cabot sold 8,116 SoFi Technologies shares in Q2 2026, an estimated $138K.
SoFi Technologies made up 0.47% of Moors & Cabot's portfolio in Q2 2026, its #47 holding.
Moors & Cabot first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
Moors & Cabot's SoFi Technologies position peaked at $17.3M in Q3 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.