AmeriFlex Group’s SoFi Technologies SOFI Stock Holding History

AmeriFlex Group’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	$6.96K	Hold	438	–	–	﹤0.01%	787
2025 Q4	$11.5K	Sell	438 -438	-50%	-$12.2K	0.01%	698
2025 Q3	$23.1K	Buy	+876	New	+$20.8K	0.01%	623
2025 Q2	–	Sell	-164	Closed	-$1.91K	–	1260
2025 Q1	$1.91K	Hold	164	–	–	﹤0.01%	1147
2024 Q4	$2.59K	Buy	+164	New	+$2.13K	﹤0.01%	1015

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

AmeriFlex Group's SOFI Position: Q1 2026 in Review

AmeriFlex Group held its SoFi Technologies (SOFI) position steady in Q1 2026 at 438 shares worth $6.96K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

AmeriFlex Group first reported a position in SOFI in Q4 2024 and has held it in 5 quarters since. The position peaked at $23.1K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

AmeriFlex Group held 438 shares of SoFi Technologies worth $6.96K as of Q1 2026.
AmeriFlex Group left its SoFi Technologies share count unchanged in Q1 2026.
SoFi Technologies made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #787 holding.
AmeriFlex Group first reported a position in SoFi Technologies in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's SoFi Technologies position peaked at $23.1K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.