Adams Wealth Management’s SoFi Technologies SOFI Stock Holding History

Adams Wealth Management’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-17,333	Closed	-$458K	–	175
2025 Q4	$458K	Hold	17,333	–	–	0.1%	98
2025 Q3	$450K	Hold	17,333	–	–	0.1%	100
2025 Q2	$322K	Hold	17,333	–	–	0.06%	124
2025 Q1	$201K	Buy	+17,333	New	+$250K	0.04%	133

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Adams Wealth Management's SOFI Position: Q1 2026 in Review

Adams Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 17,333 shares — an estimated $458K sold.

Adams Wealth Management first reported a position in SOFI in Q1 2025 and held it in 4 quarters. The position peaked at $458K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Adams Wealth Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Adams Wealth Management sold 17,333 SoFi Technologies shares in Q1 2026, an estimated $458K.
Adams Wealth Management first reported a position in SoFi Technologies in Q1 2025 and held it in 4 quarters.
Adams Wealth Management's SoFi Technologies position peaked at $458K in Q4 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.