SoFi Technologies, Inc. (SOFI) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 936
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Golden State Wealth Management#801 · 450 sh | 450 | $8.1K | <0.01% | -62.5% |
| 802 | HANTZ FINANCIAL SERVICES#802 · 471 sh | 471 | $8.0K | <0.01% | +54.4% |
| 803 | TSFG#803 · 442 sh | 442 | $8.0K | — | 0.0% |
| 804 | GHP Investment Advisors#804 · 420 sh | 420 | $7.5K | — | +10.5% |
| 805 | VISION FINANCIAL MARKETS#805 · 400 sh | 400 | $7.4K | — | 0.0% |
| 806 | Bangor Savings Bank#806 · 405 sh | 405 | $7.3K | — | +1.2% |
| 807 | Cromwell#807 · 401 sh | 401 | $7.2K | <0.01% | +79.8% |
| 808 | ADIRONDACK#808 · 400 sh | 400 | $7.2K | — | 0.0% |
| 809 | MATHER GROUP#809 · 400 sh | 400 | $7.2K | — | 0.0% |
| 810 | Hilltop National Bank#810 · 400 sh | 400 | $7.2K | — | 0.0% |
| 811 | CENTRAL#811 · 400 sh | 400 | $7.2K | <0.01% | 0.0% |
| 812 | OF VERMONT#812 · 397 sh | 397 | $7.1K | — | — |
| 813 | Phillip James Consulting#813 · 393 sh | 393 | $7.0K | <0.01% | New |
| 814 | Allied Private Wealth#814 · 380 sh | 380 | $6.7K | <0.01% | — |
| 815 | Osbon Capital Management#815 · 358 sh | 358 | $6.4K | <0.01% | -92.2% |
| 816 | MANNING & NAPIER ADVISORS#816 · 343 sh | 343 | $6.2K | <0.01% | +1533.3% |
| 817 | Medallion Wealth Advisors#817 · 339 sh | 339 | $6.1K | <0.01% | 0.0% |
| 818 | Torren Management#818 · 334 sh | 334 | $6.0K | <0.01% | 0.0% |
| 819 | VIMA#819 · 333 sh | 333 | $6.0K | — | — |
| 820 | Luminist Capital#820 · 320 sh | 320 | $5.7K | <0.01% | New |
| 821 | Acumen Wealth Advisors#821 · 315 sh | 315 | $5.6K | <0.01% | New |
| 822 | KELLEHER FINANCIAL ADVISORS#822 · 300 sh | 300 | $5.4K | <0.01% | New |
| 823 | Main Street Group, LTD#823 · 300 sh | 300 | $5.4K | <0.01% | -13.8% |
| 824 | MV CAPITAL MANAGEMENT#824 · 287 sh | 287 | $5.1K | <0.01% | +14.3% |
| 825 | MEEDER ASSET MANAGEMENT#825 · 287 sh | 287 | $5.1K | <0.01% | +17.6% |
| 826 | Vermillion Wealth Management#826 · 272 sh | 272 | $4.9K | — | +871.4% |
| 827 | Creative Capital Management Investments#827 · 269 sh | 269 | $4.8K | <0.01% | New |
| 828 | BROWN BROTHERS HARRIMAN#828 · 263 sh | 263 | $4.7K | 0.00% | 0.0% |
| 829 | CULLEN/FROST BANKERS#829 · 262 sh | 262 | $4.7K | 0.00% | -91.5% |
| 830 | St. Johns Investment Management Company#830 · 257 sh | 257 | $4.6K | <0.01% | 0.0% |
| 831 | REXFORD CAPITAL#831 · 256 sh | 256 | $4.6K | <0.01% | 0.0% |
| 832 | Fourth Dimension Wealth#832 · 250 sh | 250 | $4.5K | <0.01% | 0.0% |
| 833 | BAYBAN#833 · 250 sh | 250 | $4.5K | <0.01% | 0.0% |
| 834 | ROTHSCHILD INVESTMENT#834 · 249 sh | 249 | $4.5K | <0.01% | -34.6% |
| 835 | Clearstead#835 · 243 sh | 243 | $4.4K | <0.01% | 0.0% |
| 836 | Retirement Wealth Solutions#836 · 234 sh | 234 | $4.2K | — | +17.6% |
| 837 | Wealth Enhancement Services#837 · 228 sh | 228 | $4.1K | — | 0.0% |
| 838 | PIN OAK INVESTMENT ADVISORS#838 · 250 sh | 250 | $4.0K | <0.01% | 0.0% |
| 839 | Capital Analysts#839 · 240 sh | 240 | $4.0K | <0.01% | 0.0% |
| 840 | Farmers & Merchants of Chambersburg PA#840 · 250 sh | 250 | $4.0K | — | 0.0% |
| 841 | ATWOOD & PALMER#841 · 222 sh | 222 | $4.0K | — | +12.7% |
| 842 | Quarry#842 · 222 sh | 222 | $4.0K | <0.01% | New |
| 843 | Providence Capital Advisors#843 · 214 sh | 214 | $3.8K | <0.01% | New |
| 844 | Principia Wealth Advisory#844 · 207 sh | 207 | $3.7K | <0.01% | +3.0% |
| 845 | SWAN Capital#845 · 202 sh | 202 | $3.6K | <0.01% | +10000.0% |
| 846 | ZRC WEALTH MANAGEMENT#846 · 200 sh | 200 | $3.6K | — | 0.0% |
| 847 | Noble Wealth Management PBC#847 · 200 sh | 200 | $3.6K | — | 0.0% |
| 848 | Bernard Wealth Management#848 · 200 sh | 200 | $3.6K | <0.01% | 0.0% |
| 849 | EFG International AG#849 · 200 sh | 200 | $3.6K | <0.01% | 0.0% |
| 850 | HIGHLINE WEALTH PARTNERS#850 · 190 sh | 190 | $3.4K | — | 0.0% |
| 851 | LifeSteps Financial#851 · 186 sh | 186 | $3.3K | — | New |
| 852 | Rialto Wealth Management#852 · 173 sh | 173 | $3.1K | <0.01% | +226.4% |
| 853 | DiNuzzo Private Wealth#853 · 171 sh | 171 | $3.1K | — | 0.0% |
| 854 | Accent Capital Management#854 · 162 sh | 162 | $2.9K | <0.01% | New |
| 855 | Rossby Financial, LCC#855 · 161 sh | 161 | $2.9K | <0.01% | -55.0% |
| 856 | Strengthening Families & Communities#856 · 153 sh | 153 | $2.7K | — | -35.4% |
| 857 | Atlantic Edge Private Wealth Management#857 · 150 sh | 150 | $2.7K | — | +200.0% |
| 858 | Ritter Daniher Financial Advisory / DE#858 · 148 sh | 148 | $2.7K | <0.01% | 0.0% |
| 859 | RAFFA WEALTH MANAGEMENT#859 · 144 sh | 144 | $2.6K | <0.01% | +22.0% |
| 860 | RMG Wealth Management#860 · 136 sh | 136 | $2.4K | — | New |
| 861 | SITTNER & NELSON#861 · 133 sh | 133 | $2.4K | <0.01% | 0.0% |
| 862 | HFM Investment Advisors#862 · 123 sh | 123 | $2.2K | <0.01% | +141.2% |
| 863 | Bay Harbor Wealth Management#863 · 119 sh | 119 | $2.1K | <0.01% | +41.7% |
| 864 | Bruce G. Allen Investments#864 · 118 sh | 118 | $2.1K | <0.01% | -14.5% |
| 865 | Hughes Financial Services#865 · 116 sh | 116 | $2.1K | <0.01% | +3.6% |
| 866 | Planning Strategies#866 · 115 sh | 115 | $2.1K | — | — |
| 867 | Silver Grove Financial Group#867 · 112 sh | 112 | $2.0K | <0.01% | New |
| 868 | Friedenthal Financial#868 · 100 sh | 100 | $1.8K | — | New |
| 869 | HORIZON FINANCIAL SERVICES#869 · 100 sh | 100 | $1.8K | <0.01% | 0.0% |
| 870 | Cordant#870 · 100 sh | 100 | $1.8K | <0.01% | New |
| 871 | Financial Avengers#871 · 100 sh | 100 | $1.8K | <0.01% | 0.0% |
| 872 | DB Fitzpatrick#872 · 100 sh | 100 | $1.8K | — | +400.0% |
| 873 | POM Investment Strategies#873 · 100 sh | 100 | $1.8K | — | 0.0% |
| 874 | 1620 INVESTMENT ADVISORS#874 · 100 sh | 100 | $1.8K | <0.01% | 0.0% |
| 875 | Fedenia Advisers#875 · 100 sh | 100 | $1.8K | — | New |
| 876 | Nvest Wealth Strategies#876 · 100 sh | 100 | $1.8K | — | New |
| 877 | HM PAYSON#877 · 100 sh | 100 | $1.8K | 0.00% | -84.0% |
| 878 | Beaird Harris Wealth Management#878 · 80 sh | 80 | $1.4K | <0.01% | New |
| 879 | MPWM ADVISORY SOLUTIONS#879 · 80 sh | 80 | $1.4K | <0.01% | 0.0% |
| 880 | Private Wealth Management Group#880 · 79 sh | 79 | $1.4K | — | 0.0% |
| 881 | Investors Portfolio Services#881 · 73 sh | 73 | $1.3K | <0.01% | 0.0% |
| 882 | Physician Wealth Advisors#882 · 60 sh | 60 | $1.1K | — | +17.6% |
| 883 | Davis Capital Management#883 · 60 sh | 60 | $1.1K | — | +53.8% |
| 884 | Pacer Advisors#884 · 34 sh | 34 | $1.0K | 0.00% | New |
| 885 | Roble, Belko & Company#885 · 77 sh | 77 | $1.0K | <0.01% | 0.0% |
| 886 | Coston, McIsaac & Partners#886 · 89 sh | 89 | $1.0K | <0.01% | 0.0% |
| 887 | DecisionPoint Financial#887 · 52 sh | 52 | $959.00 | — | +126.1% |
| 888 | Investors Research#888 · 53 sh | 53 | $950.00 | — | 0.0% |
| 889 | LRI Investments#889 · 53 sh | 53 | $950.00 | <0.01% | -27.4% |
| 890 | REAP Financial Group#890 · 51 sh | 51 | $914.00 | <0.01% | +5000.0% |
| 891 | GILPIN WEALTH MANAGEMENT#891 · 50 sh | 50 | $897.00 | — | 0.0% |
| 892 | MCGUIRE CAPITAL ADVISORS#892 · 50 sh | 50 | $896.00 | <0.01% | 0.0% |
| 893 | West Financial Advisors#893 · 49 sh | 49 | $879.00 | — | 0.0% |
| 894 | Cornerstone Financial Management#894 · 47 sh | 47 | $843.00 | <0.01% | +23.7% |
| 895 | DT Investment Partners#895 · 45 sh | 45 | $807.00 | — | New |
| 896 | Sarver Vrooman Wealth Advisors#896 · 40 sh | 40 | $740.00 | — | 0.0% |
| 897 | MIZUHO FINANCIAL GROUP (MFG, MZHOF)#897 · 40 sh | 40 | $717.00 | <0.01% | — |
| 898 | Continuum Advisory#898 · 38 sh | 38 | $678.00 | <0.01% | New |
| 899 | Concord Wealth Partners#899 · 36 sh | 36 | $645.00 | <0.01% | New |
| 900 | FINANCIAL CONSULATE#900 · 35 sh | 35 | $628.00 | — | 0.0% |
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.