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Parallel Advisors’s SoFi Technologies SOFI Stock Holding History

Parallel 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 		$252K Buy
14,045
+1,285
+10% +$21.8K ﹤0.01% 1132
2026
Q1 		$203K Sell
12,760
-574
-4% -$12.1K ﹤0.01% 1164
2025
Q4 		$349K Buy
13,334
+3,982
+43% +$111K 0.01% 834
2025
Q3 		$247K Sell
9,352
-4,877
-34% -$116K ﹤0.01% 954
2025
Q2 		$259K Buy
14,229
+5,475
+63% +$72.2K 0.01% 898
2025
Q1 		$102K Buy
8,754
+1,420
+19% +$20.5K ﹤0.01% 1267
2024
Q4 		$113K Sell
7,334
-237
-3% -$3.08K ﹤0.01% 1206
2024
Q3 		$59.5K Buy
7,571
+3,123
+70% +$22.7K ﹤0.01% 1518
2024
Q2 		$29.4K Sell
4,448
-1,247
-22% -$8.79K ﹤0.01% 1787
2024
Q1 		$41.6K Buy
5,695
+1,581
+38% +$12.6K ﹤0.01% 1592
2023
Q4 		$40.9K Buy
4,114
+443
+12% +$3.52K ﹤0.01% 1531
2023
Q3 		$29.3K Buy
3,671
+569
+18% +$5K ﹤0.01% 1659
2023
Q2 		$25.9K Sell
3,102
-360
-10% -$2.35K ﹤0.01% 1728
2023
Q1 		$21K Buy
3,462
+1,966
+131% +$11.9K ﹤0.01% 1806
2022
Q4 		$6.9K Sell
1,496
-2,601
-63% -$12.9K ﹤0.01% 2190
2022
Q3 		$20K Sell
4,097
-10,014
-71% -$63.4K ﹤0.01% 1689
2022
Q2 		$74K Sell
14,111
-1,553
-10% -$10.5K ﹤0.01% 1080
2022
Q1 		$153K Buy
15,664
+14,385
+1,125% +$165K 0.01% 831
2021
Q4 		$20K Sell
1,279
-521
-29% -$9.56K ﹤0.01% 1797
2021
Q3 		$29K Buy
1,800
+1,550
+620% +$24.3K ﹤0.01% 1553
2021
Q2 		$5K Buy
250
+225
+900% +$4.17K ﹤0.01% 2313
2021
Q1 		$0 Buy
+25
New +$494 ﹤0.01% 2891

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

Parallel Advisors's SOFI Position: Q2 2026 in Review

Parallel Advisors increased its SoFi Technologies (SOFI) stake by 10% in Q2 2026, buying an estimated $21.8K and bringing the position to 14,045 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Parallel Advisors first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $349K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Parallel Advisors held 14,045 shares of SoFi Technologies worth $252K as of Q2 2026.
  • Parallel Advisors bought 1,285 SoFi Technologies shares in Q2 2026, an estimated $21.8K.
  • SoFi Technologies made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1132 holding.
  • Parallel Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Parallel Advisors's SoFi Technologies position peaked at $349K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.