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Sanctuary Advisors’s SoFi Technologies SOFI Stock Holding History

Sanctuary 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 		$4.58M Buy
255,347
+15,860
+7% +$269K 0.02% 626
2026
Q1 		$3.8M Sell
239,487
-46,124
-16% -$972K 0.02% 649
2025
Q4 		$7.48M Buy
285,611
+16,788
+6% +$468K 0.04% 438
2025
Q3 		$7.1M Buy
268,823
+139,766
+108% +$3.32M 0.04% 429
2025
Q2 		$2.35M Buy
129,057
+59,870
+87% +$790K 0.01% 776
2025
Q1 		$805K Buy
69,187
+31,553
+84% +$455K 0.01% 1235
2024
Q4 		$619K Sell
37,634
-2,347
-6% -$30.5K ﹤0.01% 1564
2024
Q3 		$624K Sell
39,981
-70,621
-64% -$513K ﹤0.01% 1567
2024
Q2 		$870K Buy
+110,602
New +$780K 0.01% 1279

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

Sanctuary Advisors's SOFI Position: Q2 2026 in Review

Sanctuary Advisors increased its SoFi Technologies (SOFI) stake by 6.6% in Q2 2026, buying an estimated $269K and bringing the position to 255,347 shares worth $4.58M. The position accounts for 0.02% of the portfolio, ranked #626.

Sanctuary Advisors first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $7.48M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sanctuary Advisors held 255,347 shares of SoFi Technologies worth $4.58M as of Q2 2026.
  • Sanctuary Advisors bought 15,860 SoFi Technologies shares in Q2 2026, an estimated $269K.
  • SoFi Technologies made up 0.02% of Sanctuary Advisors's portfolio in Q2 2026, its #626 holding.
  • Sanctuary Advisors first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's SoFi Technologies position peaked at $7.48M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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