SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Westside Investment Management#701 · 3,600 sh | 3,600 | $64.5K | <0.01% | +2.9% |
| 702 | Turn8 Private Wealth#702 · 3,500 sh | 3,500 | $62.8K | 0.04% | New |
| 703 | Archer Investment#703 · 3,364 sh | 3,364 | $60.3K | 0.01% | +5.4% |
| 704 | Union Bankshares#704 · 3,191 sh | 3,191 | $57.2K | <0.01% | 0.0% |
| 705 | Parkside Financial Bank#705 · 3,020 sh | 3,020 | $54.1K | — | +120.9% |
| 706 | Advisors Asset Management#706 · 3,012 sh | 3,012 | $54.0K | <0.01% | +111.5% |
| 707 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#707 · 2,770 sh | 2,770 | $49.7K | <0.01% | +8.0% |
| 708 | Migdal Insurance & Financial Ltd.#708 · 2,750 sh | 2,750 | $49.3K | <0.01% | -93.6% |
| 709 | Quent Capital#709 · 2,719 sh | 2,719 | $48.8K | <0.01% | +130.4% |
| 710 | Covestor Ltd#710 · 2,679 sh | 2,679 | $48.0K | 0.03% | +402.6% |
| 711 | Bellecapital International Ltd.#711 · 2,459 sh | 2,459 | $44.1K | — | New |
| 712 | CX Institutional#712 · 2,477 sh | 2,477 | $44.0K | — | +36.2% |
| 713 | FIRST HORIZON NATIONAL#713 · 2,427 sh | 2,427 | $43.5K | — | +20.3% |
| 714 | IFG Advisory#714 · 2,261 sh | 2,261 | $40.5K | <0.01% | New |
| 715 | Vision Retirement#715 · 2,220 sh | 2,220 | $39.8K | <0.01% | 0.0% |
| 716 | Blume Capital Management#716 · 2,150 sh | 2,150 | $38.5K | — | +43.3% |
| 717 | Markowski Investments#717 · 2,126 sh | 2,126 | $38.1K | <0.01% | — |
| 718 | Cornerstone National Bank#718 · 2,000 sh | 2,000 | $36.9K | — | 0.0% |
| 719 | Provenance Wealth Advisors#719 · 2,000 sh | 2,000 | $35.9K | <0.01% | 0.0% |
| 720 | BARRETT & COMPANY#720 · 2,000 sh | 2,000 | $35.9K | — | 0.0% |
| 721 | Glen Eagle Advisors#721 · 1,938 sh | 1,938 | $34.7K | <0.01% | 0.0% |
| 722 | Cornerstone Planning Group#722 · 2,010 sh | 2,010 | $34.3K | — | -4.2% |
| 723 | COMPASS FINANCIAL MANAGEMENT#723 · 1,894 sh | 1,894 | $34.0K | <0.01% | — |
| 724 | TD PRIVATE CLIENT WEALTH#724 · 1,869 sh | 1,869 | $33.5K | <0.01% | -11.8% |
| 725 | Winthrop Capital Management#725 · 1,842 sh | 1,842 | $33.0K | <0.01% | 0.0% |
| 726 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#726 · 1,800 sh | 1,800 | $32.3K | <0.01% | 0.0% |
| 727 | Ronald Blue#727 · 1,739 sh | 1,739 | $31.2K | — | +16.9% |
| 728 | Owl Creek Wealth Partners#728 · 1,725 sh | 1,725 | $30.9K | — | +3.0% |
| 729 | Boreal Capital Management#729 · 1,700 sh | 1,700 | $30.5K | 0.02% | +54.5% |
| 730 | Capital Advisors, Ltd.#730 · 1,648 sh | 1,648 | $30.0K | <0.01% | 0.0% |
| 731 | Key FInancial#731 · 1,650 sh | 1,650 | $29.6K | <0.01% | +120.0% |
| 732 | Murphy & Mullick Capital Management#732 · 1,575 sh | 1,575 | $28.2K | 0.02% | 0.0% |
| 733 | MassMutual Private Wealth & , FSB#733 · 1,559 sh | 1,559 | $28.0K | — | +17.7% |
| 734 | CARY STREET PARTNERS INVESTMENT ADVISORY#734 · 1,510 sh | 1,510 | $27.1K | <0.01% | +60.6% |
| 735 | BARTLETT & WEALTH MANAGEMENT#735 · 1,505 sh | 1,505 | $27.0K | <0.01% | 0.0% |
| 736 | SHP Wealth Management#736 · 1,500 sh | 1,500 | $26.9K | <0.01% | +47.6% |
| 737 | TFC Financial Management#737 · 1,476 sh | 1,476 | $26.5K | — | -10.3% |
| 738 | WHITTIER#738 · 1,400 sh | 1,400 | $26.1K | <0.01% | 0.0% |
| 739 | BFSG#739 · 1,440 sh | 1,440 | $25.8K | <0.01% | 0.0% |
| 740 | Quaker Wealth Management#740 · 1,412 sh | 1,412 | $25.3K | — | -0.7% |
| 741 | Hurley Capital#741 · 1,400 sh | 1,400 | $25.1K | 0.01% | 0.0% |
| 742 | BESSEMER GROUP#742 · 1,343 sh | 1,343 | $24.0K | 0.00% | -0.6% |
| 743 | American Capital Advisory#743 · 1,335 sh | 1,335 | $23.9K | <0.01% | +3.2% |
| 744 | Aventura Private Wealth#744 · 1,259 sh | 1,259 | $22.6K | <0.01% | 0.0% |
| 745 | True Wealth Design#745 · 1,254 sh | 1,254 | $22.5K | — | 0.0% |
| 746 | OSSIAM#746 · 1,220 sh | 1,220 | $21.9K | <0.01% | +28.0% |
| 747 | Grove Bank#747 · 1,214 sh | 1,214 | $21.8K | — | +52.3% |
| 748 | SJS Investment Consulting#748 · 1,202 sh | 1,202 | $21.6K | — | +1.0% |
| 749 | Keating Financial Advisory Services#749 · 1,197 sh | 1,197 | $21.5K | <0.01% | +79.7% |
| 750 | HAZLETT, BURT & WATSON#750 · 1,176 sh | 1,176 | $21.0K | <0.01% | 0.0% |
| 751 | V-Square Quantitative Management#751 · 1,145 sh | 1,145 | $20.5K | — | -21.2% |
| 752 | Game Plan Financial Advisors#752 · 1,125 sh | 1,125 | $20.2K | <0.01% | +9.8% |
| 753 | THURSTON, SPRINGER, MILLER, HERD & TITAK#753 · 1,115 sh | 1,115 | $20.0K | — | 0.0% |
| 754 | HOLLENCREST SECURITIES#754 · 1,100 sh | 1,100 | $19.7K | <0.01% | -76.2% |
| 755 | Transamerica Financial Advisors#755 · 1,086 sh | 1,086 | $19.5K | <0.01% | +215.7% |
| 756 | Versant Capital Management#756 · 1,034 sh | 1,034 | $18.5K | — | +62.1% |
| 757 | Bell Investment Advisors#757 · 1,002 sh | 1,002 | $18.0K | <0.01% | -0.3% |
| 758 | Bank of New Hampshire#758 · 1,000 sh | 1,000 | $17.9K | — | 0.0% |
| 759 | MRP Capital Investments#759 · 1,000 sh | 1,000 | $17.9K | 0.01% | New |
| 760 | Comprehensive Financial Planning#760 · 1,000 sh | 1,000 | $17.9K | <0.01% | 0.0% |
| 761 | CREATIVE FINANCIAL DESIGNS#761 · 1,000 sh | 1,000 | $17.9K | <0.01% | 0.0% |
| 762 | Signature Equity Partners#762 · 996 sh | 996 | $17.9K | <0.01% | -58.1% |
| 763 | Holos Integrated Wealth#763 · 1,000 sh | 1,000 | $17.8K | — | 0.0% |
| 764 | Essential Partners#764 · 987 sh | 987 | $17.7K | — | -75.4% |
| 765 | Anchor Investment Management#765 · 983 sh | 983 | $17.6K | <0.01% | +114.6% |
| 766 | Fortitude Family Office#766 · 964 sh | 964 | $17.3K | — | -7.2% |
| 767 | VALLEY WEALTH MANAGERS#767 · 963 sh | 963 | $17.3K | — | 0.0% |
| 768 | Center for Financial Planning#768 · 925 sh | 925 | $16.6K | — | 0.0% |
| 769 | MCF Advisors#769 · 904 sh | 904 | $16.2K | <0.01% | -30.7% |
| 770 | Smallwood Wealth Investment Management#770 · 900 sh | 900 | $16.1K | <0.01% | -0.4% |
| 771 | Aspect Partners#771 · 837 sh | 837 | $15.0K | — | -1.4% |
| 772 | Salomon & Ludwin#772 · 799 sh | 799 | $14.7K | <0.01% | 0.0% |
| 773 | Bank Julius Baer & Ltd, Zurich#773 · 800 sh | 800 | $14.4K | 0.00% | -99.7% |
| 774 | CNB Bank#774 · 801 sh | 801 | $14.4K | <0.01% | +60.2% |
| 775 | WPG Advisers#775 · 777 sh | 777 | $13.9K | — | -19.4% |
| 776 | Financial Perspectives#776 · 775 sh | 775 | $13.9K | <0.01% | 0.0% |
| 777 | Atlantic Private Wealth#777 · 750 sh | 750 | $13.4K | <0.01% | 0.0% |
| 778 | SALEM INVESTMENT COUNSELORS#778 · 744 sh | 744 | $13.3K | — | -4.5% |
| 779 | FNY Investment Advisers#779 · 750 sh | 750 | $13.0K | — | New |
| 780 | CVA Family Office#780 · 707 sh | 707 | $12.7K | <0.01% | -38.5% |
| 781 | GODSEY & GIBB#781 · 701 sh | 701 | $12.6K | — | 0.0% |
| 782 | Dunhill Financial#782 · 700 sh | 700 | $12.6K | <0.01% | +73.7% |
| 783 | JFS WEALTH ADVISORS#783 · 696 sh | 696 | $12.5K | <0.01% | +31.8% |
| 784 | First Command Advisory Services#784 · 648 sh | 648 | $11.6K | <0.01% | -13.4% |
| 785 | Strategic Wealth Partners, Ltd.#785 · 631 sh | 631 | $11.3K | <0.01% | +65.6% |
| 786 | Estabrook Capital Management#786 · 630 sh | 630 | $11.3K | <0.01% | 0.0% |
| 787 | Caitong International Asset Management , Ltd#787 · 627 sh | 627 | $11.2K | <0.01% | -95.1% |
| 788 | IAG Wealth Partners#788 · 617 sh | 617 | $11.1K | <0.01% | +13.4% |
| 789 | JPL Wealth Management#789 · 607 sh | 607 | $10.9K | <0.01% | +45.9% |
| 790 | Legacy Bridge#790 · 600 sh | 600 | $10.8K | <0.01% | New |
| 791 | Gen-Wealth Partners#791 · 600 sh | 600 | $10.8K | <0.01% | 0.0% |
| 792 | James T. Borello RIA#792 · 547 sh | 547 | $9.8K | — | +127.9% |
| 793 | Sachetta#793 · 540 sh | 540 | $9.7K | <0.01% | +28.3% |
| 794 | Heritage Wealth Advisors#794 · 525 sh | 525 | $9.4K | <0.01% | New |
| 795 | North Star Investment Management#795 · 500 sh | 500 | $9.0K | — | -28.1% |
| 796 | Financial Management Professionals#796 · 500 sh | 500 | $9.0K | — | New |
| 797 | Elevated Capital Advisors#797 · 500 sh | 500 | $9.0K | <0.01% | 0.0% |
| 798 | Synergy Investment Management#798 · 500 sh | 500 | $9.0K | <0.01% | 0.0% |
| 799 | ORG Wealth Partners#799 · 452 sh | 452 | $8.1K | <0.01% | 0.0% |
| 800 | Crewe Advisors#800 · 450 sh | 450 | $8.1K | <0.01% | +125.0% |
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.