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Private Advisor Group’s SoFi Technologies SOFI Stock Holding History

Private Advisor Group’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 		$6.38M Buy
355,655
+14,793
+4% +$251K 0.03% 524
2026
Q1 		$5.41M Buy
340,862
+47,887
+16% +$1.01M 0.03% 615
2025
Q4 		$7.67M Buy
292,975
+14,988
+5% +$418K 0.04% 467
2025
Q3 		$7.34M Sell
277,987
-41,662
-13% -$989K 0.04% 478
2025
Q2 		$5.82M Buy
319,649
+40,863
+15% +$539K 0.03% 521
2025
Q1 		$3.24M Buy
278,786
+1,242
+0.4% +$17.9K 0.02% 690
2024
Q4 		$4.27M Sell
277,544
-69,292
-20% -$900K 0.02% 576
2024
Q3 		$2.73M Sell
346,836
-18,957
-5% -$138K 0.02% 754
2024
Q2 		$2.42M Buy
365,793
+164,921
+82% +$1.16M 0.02% 751
2024
Q1 		$1.47M Buy
200,872
+9,049
+5% +$71.9K 0.01% 970
2023
Q4 		$1.91M Buy
191,823
+101,710
+113% +$808K 0.01% 785
2023
Q3 		$720K Sell
90,113
-16,595
-16% -$146K 0.01% 1212
2023
Q2 		$890K Sell
106,708
-26,423
-20% -$172K 0.01% 1104
2023
Q1 		$808K Sell
133,131
-35,706
-21% -$217K 0.01% 1101
2022
Q4 		$778 Sell
168,837
-71,123
-30% -$353K ﹤0.01% 1294
2022
Q3 		$1.17M Buy
239,960
+115,299
+92% +$729K 0.01% 844
2022
Q2 		$657K Buy
+124,661
New +$842K 0.01% 1266
2022
Q1 		– Sell
-126,563
Closed -$2M – 2267
2021
Q4 		$2M Sell
126,563
-27,245
-18% -$500K 0.02% 814
2021
Q3 		$2.44M Buy
153,808
+100,138
+187% +$1.57M 0.02% 803
2021
Q2 		$1.03M Buy
+53,670
New +$995K 0.01% 1051

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

Private Advisor Group's SOFI Position: Q2 2026 in Review

Private Advisor Group increased its SoFi Technologies (SOFI) stake by 4.3% in Q2 2026, buying an estimated $251K and bringing the position to 355,655 shares worth $6.38M. The position accounts for 0.03% of the portfolio, ranked #524.

Private Advisor Group first reported a position in SOFI in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.67M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Private Advisor Group held 355,655 shares of SoFi Technologies worth $6.38M as of Q2 2026.
  • Private Advisor Group bought 14,793 SoFi Technologies shares in Q2 2026, an estimated $251K.
  • SoFi Technologies made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #524 holding.
  • Private Advisor Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 20 quarters since.
  • Private Advisor Group's SoFi Technologies position peaked at $7.67M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.