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Sterling Capital Management’s SoFi Technologies SOFI Stock Holding History

Sterling Capital Management’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 		$621K Sell
34,611
-2,010
-5% -$34.1K 0.01% 708
2026
Q1 		$582K Sell
36,621
-26,743
-42% -$564K 0.01% 710
2025
Q4 		$1.66M Buy
63,364
+2,701
+4% +$75.3K 0.03% 459
2025
Q3 		$1.6M Sell
60,663
-633
-1% -$15K 0.02% 467
2025
Q2 		$1.12M Buy
61,296
+10,743
+21% +$142K 0.02% 590
2025
Q1 		$588K Sell
50,553
-4,973
-9% -$71.7K 0.01% 783
2024
Q4 		$855K Buy
55,526
+19,493
+54% +$253K 0.01% 683
2024
Q3 		$283K Buy
+36,033
New +$262K ﹤0.01% 1156

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

Sterling Capital Management's SOFI Position: Q2 2026 in Review

Sterling Capital Management reduced its SoFi Technologies (SOFI) stake by 5.5% in Q2 2026, selling an estimated $34.1K and leaving 34,611 shares worth $621K. The position accounts for 0.01% of the portfolio, ranked #708.

Sterling Capital Management first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sterling Capital Management held 34,611 shares of SoFi Technologies worth $621K as of Q2 2026.
  • Sterling Capital Management sold 2,010 SoFi Technologies shares in Q2 2026, an estimated $34.1K.
  • SoFi Technologies made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #708 holding.
  • Sterling Capital Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's SoFi Technologies position peaked at $1.66M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.