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Prime Capital Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Prime Capital Investment 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 		$310K Buy
17,303
+1,382
+9% +$23.4K ﹤0.01% 855
2026
Q1 		$253K Buy
15,921
+2,684
+20% +$56.6K ﹤0.01% 907
2025
Q4 		$347K Buy
13,237
+2,044
+18% +$57K ﹤0.01% 768
2025
Q3 		$296K Buy
+11,193
New +$266K ﹤0.01% 802
2025
Q2 		– Sell
-23,940
Closed -$278K – 1101
2025
Q1 		$278K Buy
+23,940
New +$345K ﹤0.01% 860
2024
Q2 		– Sell
-10,897
Closed -$79.5K – 1021
2024
Q1 		$79.5K Sell
10,897
-1,795
-14% -$14.3K ﹤0.01% 969
2023
Q4 		$126K Buy
12,692
+2,361
+23% +$18.8K ﹤0.01% 906
2023
Q3 		$82.5K Sell
10,331
-579
-5% -$5.09K ﹤0.01% 727
2023
Q2 		$91K Buy
+10,910
New +$71.1K ﹤0.01% 736
2023
Q1 		– Sell
-10,241
Closed -$47.2K – 644
2022
Q4 		$47.2K Buy
+10,241
New +$50.8K ﹤0.01% 516

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 $3.38T AUM 44.17% 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

Prime Capital Investment Advisors's SOFI Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its SoFi Technologies (SOFI) stake by 8.7% in Q2 2026, buying an estimated $23.4K and bringing the position to 17,303 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #855.

Prime Capital Investment Advisors first reported a position in SOFI in Q4 2022 and has held it in 10 quarters since. The position peaked at $347K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Prime Capital Investment Advisors held 17,303 shares of SoFi Technologies worth $310K as of Q2 2026.
  • Prime Capital Investment Advisors bought 1,382 SoFi Technologies shares in Q2 2026, an estimated $23.4K.
  • SoFi Technologies made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #855 holding.
  • Prime Capital Investment Advisors first reported a position in SoFi Technologies in Q4 2022 and has held it in 10 quarters since.
  • Prime Capital Investment Advisors's SoFi Technologies position peaked at $347K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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