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Strategic Advocates’s SoFi Technologies SOFI Stock Holding History

Strategic Advocates’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 		$484 Hold
27
– – ﹤0.01% 235
2026
Q1 		$429 Sell
27
-65,565
-100% -$1.38M ﹤0.01% 250
2025
Q4 		$1.74M Hold
65,592
– – 0.45% 37
2025
Q3 		$1.73M Sell
65,592
-6,890
-10% -$163K 0.45% 38
2025
Q2 		$1.32M Hold
72,482
– – 0.39% 42
2025
Q1 		$843K Buy
72,482
+210
+0.3% +$3.03K 0.29% 55
2024
Q4 		$1.11M Sell
72,272
-26
-0% -$338 0.38% 41
2024
Q3 		$568K Hold
72,298
– – 0.2% 68
2024
Q2 		$478K Sell
72,298
-132
-0.2% -$931 0.19% 67
2024
Q1 		$529K Buy
72,430
+7,088
+11% +$56.3K 0.2% 71
2023
Q4 		$650K Hold
65,342
– – 0.28% 72
2023
Q3 		$522K Buy
+65,342
New +$575K 0.25% 72

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

Strategic Advocates's SOFI Position: Q2 2026 in Review

Strategic Advocates held its SoFi Technologies (SOFI) position steady in Q2 2026 at 27 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Strategic Advocates first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.74M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Strategic Advocates held 27 shares of SoFi Technologies worth $484 as of Q2 2026.
  • Strategic Advocates left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Strategic Advocates's portfolio in Q2 2026, its #235 holding.
  • Strategic Advocates first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
  • Strategic Advocates's SoFi Technologies position peaked at $1.74M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.