Raymond James Financial
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Raymond James Financial’s SoFi Technologies SOFI Stock Holding History

Raymond James Financial’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
2025
Q4 		– Sell
-1,100
Closed -$30.8K – 5324
2025
Q3 		$30.8K Sell
1,100
-4,000
-78% -$94.9K ﹤0.01% 4872
2025
Q2 		$57.6K Buy
+5,100
New +$67.3K ﹤0.01% 5134

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

Raymond James Financial's SOFI Position: Q2 2026 in Review

Raymond James Financial increased its SoFi Technologies (SOFI) stake by 15% in Q2 2026, buying an estimated $1.89M and bringing the position to 876,593 shares worth $15.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Raymond James Financial first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.4M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Raymond James Financial held 876,593 shares of SoFi Technologies worth $15.7M as of Q2 2026.
  • Raymond James Financial bought 111,493 SoFi Technologies shares in Q2 2026, an estimated $1.89M.
  • SoFi Technologies made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1752 holding.
  • Raymond James Financial first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's SoFi Technologies position peaked at $35.4M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.