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Armstrong Advisory Group’s SoFi Technologies SOFI Stock Holding History

Armstrong Advisory 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 		– Sell
-200
Closed -$5.24K – 993
2025
Q4 		$5.24K Hold
200
– – ﹤0.01% 764
2025
Q3 		$5.28K Buy
+200
New +$4.75K ﹤0.01% 765
2025
Q2 		– Sell
-250
Closed -$3.85K – 976
2025
Q1 		$3.85K Hold
250
– – ﹤0.01% 725
2024
Q4 		$3.85K Buy
+250
New +$3.25K ﹤0.01% 725

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Armstrong Advisory Group's SOFI Position: Q1 2026 in Review

Armstrong Advisory Group sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 200 shares — an estimated $5.24K sold.

Armstrong Advisory Group first reported a position in SOFI in Q4 2024 and held it in 4 quarters. The position peaked at $5.28K in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Armstrong Advisory Group reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Armstrong Advisory Group sold 200 SoFi Technologies shares in Q1 2026, an estimated $5.24K.
  • Armstrong Advisory Group first reported a position in SoFi Technologies in Q4 2024 and held it in 4 quarters.
  • Armstrong Advisory Group's SoFi Technologies position peaked at $5.28K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Armstrong Advisory Group's 13F filing for Q1 2026, filed 10 Apr 2026.