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Livermore
Livermore
ZHEN

LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
2,992,786
Value
$53.7M
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of SOFI by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,992,786$53.7M<0.1%+17,749+0.6%AddedHolders
Q1 20262,975,037$47.2M<0.1%+583,269+24.4%AddedHolders
Q4 20252,391,768$62.6M<0.1%+45,865+2.0%AddedHolders
Q3 20252,345,903$62.0M<0.1%+215,127+10.1%AddedHolders
Q2 20252,130,776$38.8M<0.1%+318,146+17.6%AddedHolders
Q1 20251,812,630$21.1M<0.1%+209,290+13.1%AddedHolders
Q4 20241,603,340$24.7M<0.1%−22,451−1.4%ReducedHolders
Q3 20241,625,791$12.8M<0.1%+83,396+5.4%AddedHolders
Q2 20241,542,395$10.2M<0.1%+182,313+13.4%AddedHolders
Q1 20241,360,082$9.93M<0.1%+371,151+37.5%AddedHolders
Q4 2023988,931$9.84M<0.1%+84,870+9.4%AddedHolders
Q3 2023904,061$7.22M<0.1%+42,419+4.9%AddedHolders
Q2 2023861,642$7.19M<0.1%+61,086+7.6%AddedHolders
Q1 2023800,556$4.86M<0.1%−69,900−8.0%ReducedHolders
Q4 2022870,456$4.01M<0.1%+214,922+32.8%AddedHolders
Q3 2022655,534$3.20M<0.1%+23,030+3.6%AddedHolders
Q2 2022632,504$3.33M<0.1%+632,504NewHolders
Q1 20220$00.0%−369,551−100.0%Sold outHolders
Q4 2021369,551$5.84M<0.1%+210,003+131.6%AddedHolders
Q3 2021159,548$2.53M<0.1%+95,456+148.9%AddedHolders
Q2 202164,092$1.23M<0.1%+64,092NewHolders