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Ausdal Financial Partners’s SoFi Technologies SOFI Stock Holding History

Ausdal Financial Partners’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
2024
Q4 		– Sell
-10,000
Closed -$78.6K – 591
2024
Q3 		$78.6K Buy
+10,000
New +$72.7K 0.01% 504

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ausdal Financial Partners's SOFI Position: Q1 2026 in Review

Ausdal Financial Partners reduced its SoFi Technologies (SOFI) stake by 1.3% in Q1 2026, selling an estimated $3.63K and leaving 13,017 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #934.

Ausdal Financial Partners first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $386K in Q3 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Ausdal Financial Partners held 13,017 shares of SoFi Technologies worth $207K as of Q1 2026.
  • Ausdal Financial Partners sold 172 SoFi Technologies shares in Q1 2026, an estimated $3.63K.
  • SoFi Technologies made up 0.01% of Ausdal Financial Partners's portfolio in Q1 2026, its #934 holding.
  • Ausdal Financial Partners first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
  • Ausdal Financial Partners's SoFi Technologies position peaked at $386K in Q3 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.