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Livermore
Livermore
ZHEN

Private Advisor Group, LLC

SEC CIK
0001567755
Latest filing
Jul 27, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Private Advisor Group, 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)
355,655
Value
$6.38M
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of SOFI by Private Advisor Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026355,655$6.38M<0.1%+14,793+4.3%AddedHolders
Q1 2026340,862$5.41M<0.1%+47,887+16.3%AddedHolders
Q4 2025292,975$7.67M<0.1%+14,988+5.4%AddedHolders
Q3 2025277,987$7.34M<0.1%−41,662−13.0%ReducedHolders
Q2 2025319,649$5.82M<0.1%+40,863+14.7%AddedHolders
Q1 2025278,786$3.24M<0.1%+1,242+0.4%AddedHolders
Q4 2024277,544$4.27M<0.1%−69,292−20.0%ReducedHolders
Q3 2024346,836$2.73M<0.1%−18,957−5.2%ReducedHolders
Q2 2024365,793$2.42M<0.1%+164,921+82.1%AddedHolders
Q1 2024200,872$1.47M<0.1%+9,049+4.7%AddedHolders
Q4 2023191,823$1.91M<0.1%+101,710+112.9%AddedHolders
Q3 202390,113$720.0K<0.1%−16,595−15.6%ReducedHolders
Q2 2023106,708$889.9K<0.1%−26,423−19.8%ReducedHolders
Q1 2023133,131$808.1K<0.1%−35,706−21.1%ReducedHolders
Q4 2022168,837$778<0.1%−71,123−29.6%ReducedHolders
Q3 2022239,960$1.17M<0.1%+115,299+92.5%AddedHolders
Q2 2022124,661$657.0K<0.1%+124,661NewHolders
Q1 20220$00.0%−126,563−100.0%Sold outHolders
Q4 2021126,563$2.00M<0.1%−27,245−17.7%ReducedHolders
Q3 2021153,808$2.44M<0.1%+100,138+186.6%AddedHolders
Q2 202153,670$1.03M<0.1%+53,670NewHolders