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United Capital Financial Advisors’s SoFi Technologies SOFI Stock Holding History

United Capital Financial 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 		$333K Buy
18,582
+1,571
+9% +$26.6K ﹤0.01% 1324
2026
Q1 		$270K Buy
17,011
+3,494
+26% +$73.7K ﹤0.01% 1403
2025
Q4 		$354K Buy
13,517
+836
+7% +$23.3K ﹤0.01% 1104
2025
Q3 		$335K Buy
12,681
+1,697
+15% +$40.3K ﹤0.01% 989
2025
Q2 		$200K Buy
10,984
+945
+9% +$12.5K ﹤0.01% 1061
2025
Q1 		$117K Buy
+10,039
New +$145K ﹤0.01% 1042

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

United Capital Financial Advisors's SOFI Position: Q2 2026 in Review

United Capital Financial Advisors increased its SoFi Technologies (SOFI) stake by 9.2% in Q2 2026, buying an estimated $26.6K and bringing the position to 18,582 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1324.

United Capital Financial Advisors first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $354K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • United Capital Financial Advisors held 18,582 shares of SoFi Technologies worth $333K as of Q2 2026.
  • United Capital Financial Advisors bought 1,571 SoFi Technologies shares in Q2 2026, an estimated $26.6K.
  • SoFi Technologies made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1324 holding.
  • United Capital Financial Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • United Capital Financial Advisors's SoFi Technologies position peaked at $354K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.