SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 10)
936 institutional investment managers reported a SOFI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 936. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SOFI 13F holders ranked 901–936 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Bare Financial Services#901 · 34 sh | 34 | $610.00 | <0.01% | -34.6% |
| 902 | Eukles Asset Management#902 · 32 sh | 32 | $574.00 | <0.01% | 0.0% |
| 903 | 1015 Capital Partners#903 · 31 sh | 31 | $556.00 | <0.01% | -16.2% |
| 904 | Truvestments Capital#904 · 30 sh | 30 | $538.00 | <0.01% | -87.3% |
| 905 | Cranbrook Wealth Management#905 · 29 sh | 29 | $520.00 | <0.01% | 0.0% |
| 906 | Dogwood Wealth Management#906 · 29 sh | 29 | $520.00 | <0.01% | -25.6% |
| 907 | AMERIFLEX GROUP#907 · 28 sh | 28 | $503.00 | <0.01% | -93.6% |
| 908 | Strategic Advocates#908 · 27 sh | 27 | $484.00 | <0.01% | 0.0% |
| 909 | New England Capital Financial Advisors#909 · 26 sh | 26 | $467.00 | <0.01% | New |
| 910 | Tradewinds Capital Management#910 · 23 sh | 23 | $413.00 | — | -92.0% |
| 911 | Stone House Investment Management#911 · 22 sh | 22 | $394.00 | — | -4.3% |
| 912 | Cape Investment Advisory#912 · 20 sh | 20 | $359.00 | — | New |
| 913 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#913 · 20 sh | 20 | $359.00 | <0.01% | New |
| 914 | WHITTIER OF NEVADA#914 · 15 sh | 15 | $266.00 | 0.00% | 0.0% |
| 915 | OF TOLEDO NA#915 · 14 sh | 14 | $251.00 | — | 0.0% |
| 916 | MARYLAND CAPITAL ADVISORS#916 · 11 sh | 11 | $198.00 | — | — |
| 917 | Seneschal Advisors#917 · 11 sh | 11 | $198.00 | <0.01% | -21.4% |
| 918 | BERKSHIRE CAPITAL#918 · 10 sh | 10 | $179.00 | 0.00% | 0.0% |
| 919 | Byrne Asset Management#919 · 9 sh | 9 | $161.00 | — | 0.0% |
| 920 | WEST PACES ADVISORS#920 · 9 sh | 9 | $161.00 | — | New |
| 921 | BOKF, NA#921 · 7 sh | 7 | $126.00 | — | New |
| 922 | Activest Wealth Management#922 · 5 sh | 5 | $90.00 | — | -99.8% |
| 923 | IMG Wealth Management#923 · 5 sh | 5 | $90.00 | — | New |
| 924 | Wilkerson Advisory Group#924 · 5 sh | 5 | $90.00 | — | 0.0% |
| 925 | Napier Financial#925 · 5 sh | 5 | $90.00 | 0.00% | 0.0% |
| 926 | Highland Investment Advisors#926 · 4 sh | 4 | $72.00 | 0.00% | — |
| 927 | City State Bank#927 · 2 sh | 2 | $36.00 | — | 0.0% |
| 928 | Nova Wealth Management#928 · 0 sh | 0 | $5.00 | 0.00% | New |
| 929 | Centerpoint Advisors#929 · 25 sh | 25 | $0.00 | 0.00% | 0.0% |
| 930 | Evolution Advisers#930 · 5 sh | 5 | $0.00 | 0.00% | New |
| 931 | Navigoe#931 · 38 sh | 38 | $0.00 | 0.00% | New |
| 932 | RHL GROUP#932 · 0 sh | 0 | $0.00 | 0.00% | New |
| 933 | Robinswood Financial#933 · 0 sh | 0 | $0.00 | — | New |
| 934 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#934 · 1,740,160 sh | 1,740,160 | — | — | -5.0% |
| 935 | Elequin Securities#935 · 57,083 sh | 57,083 | — | — | +5902.4% |
| 936 | Quantum Portfolio Management#936 · 45,269 sh | 45,269 | — | — | -17.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.