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	–	Sell	-58,500	Closed	-$23.1K	–	2873
2026 Q1	$23.1K	Buy	58,500 +42,700	+270%	+$900K	﹤0.01%	2618
2025 Q4	$215K	Sell	15,800 -4,200	-21%	-$117K	﹤0.01%	2363
2025 Q3	$274K	Sell	20,000 -10,000	-33%	-$237K	﹤0.01%	2141
2025 Q2	$199K	Sell	30,000 -30,000	-50%	-$396K	﹤0.01%	2238
2025 Q1	$102K	Buy	+60,000	New	+$865K	﹤0.01%	2195
2024 Q4	–	Sell	-18,500	Closed	-$20.9K	–	2483
2024 Q3	$20.9K	Sell	18,500 -41,500	-69%	-$302K	﹤0.01%	2372
2024 Q2	$7.1K	Sell	60,000 -50,000	-45%	-$353K	﹤0.01%	2326
2024 Q1	$14.1K	Sell	110,000 -10,500	-9%	-$83.4K	﹤0.01%	2272
2023 Q4	$77.8K	Buy	120,500 +52,500	+77%	+$417K	﹤0.01%	2138
2023 Q3	$24.3K	Buy	+68,000	New	+$598K	﹤0.01%	2091

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

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.