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Transcend Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Transcend Capital 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 		$199K Buy
11,109
+472
+4% +$8K 0.01% 783
2026
Q1 		$169K Sell
10,637
-336
-3% -$7.08K 0.01% 696
2025
Q4 		$287K Sell
10,973
-3,933
-26% -$110K 0.02% 531
2025
Q3 		$394K Buy
14,906
+4,574
+44% +$109K 0.03% 441
2025
Q2 		$188K Buy
10,332
+130
+1% +$1.71K 0.01% 592
2025
Q1 		$119K Buy
10,202
+37
+0.4% +$533 0.01% 590
2024
Q4 		$157K Sell
10,165
-1,883
-16% -$24.5K 0.01% 549
2024
Q3 		$94.7K Hold
12,048
– – 0.01% 605
2024
Q2 		$79.6K Hold
12,048
– – 0.01% 590
2024
Q1 		$88K Hold
12,048
– – 0.01% 526
2023
Q4 		$120K Hold
12,048
– – 0.01% 491
2023
Q3 		$96.3K Hold
12,048
– – 0.01% 477
2023
Q2 		$100K Buy
12,048
+500
+4% +$3.26K 0.01% 475
2023
Q1 		$70.1K Sell
11,548
-71
-0.6% -$431 0.01% 472
2022
Q4 		$53.6K Sell
11,619
-3,706
-24% -$18.4K 0.01% 482
2022
Q3 		$75K Hold
15,325
– – 0.01% 471
2022
Q2 		$81K Sell
15,325
-1,350
-8% -$9.12K 0.01% 484
2022
Q1 		$158K Hold
16,675
– – 0.01% 493
2021
Q4 		$264K Buy
16,675
+1,350
+9% +$24.8K 0.02% 411
2021
Q3 		$306K Buy
+15,325
New +$240K 0.03% 373

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

Transcend Capital Advisors's SOFI Position: Q2 2026 in Review

Transcend Capital Advisors increased its SoFi Technologies (SOFI) stake by 4.4% in Q2 2026, buying an estimated $8K and bringing the position to 11,109 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #783.

Transcend Capital Advisors first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $394K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Transcend Capital Advisors held 11,109 shares of SoFi Technologies worth $199K as of Q2 2026.
  • Transcend Capital Advisors bought 472 SoFi Technologies shares in Q2 2026, an estimated $8K.
  • SoFi Technologies made up 0.01% of Transcend Capital Advisors's portfolio in Q2 2026, its #783 holding.
  • Transcend Capital Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Transcend Capital Advisors's SoFi Technologies position peaked at $394K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.