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Ashton Thomas Private Wealth’s SoFi Technologies SOFI Stock Holding History

Ashton Thomas Private Wealth’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 		$304K Buy
19,133
+6,863
+56% +$145K 0.01% 882
2025
Q4 		$321K Buy
12,270
+1,534
+14% +$42.7K 0.01% 798
2025
Q3 		$284K Buy
+10,736
New +$255K 0.01% 817
2024
Q3 		– Sell
-1,000
Closed -$6.61K – 1650
2024
Q2 		$6.61K Buy
+1,000
New +$7.05K ﹤0.01% 1464

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Ashton Thomas Private Wealth's SOFI Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its SoFi Technologies (SOFI) stake by 56% in Q1 2026, buying an estimated $145K and bringing the position to 19,133 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #882.

Ashton Thomas Private Wealth first reported a position in SOFI in Q2 2024 and has held it in 4 quarters since. The position peaked at $321K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Ashton Thomas Private Wealth held 19,133 shares of SoFi Technologies worth $304K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 6,863 SoFi Technologies shares in Q1 2026, an estimated $145K.
  • SoFi Technologies made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #882 holding.
  • Ashton Thomas Private Wealth first reported a position in SoFi Technologies in Q2 2024 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's SoFi Technologies position peaked at $321K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.