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Avaii Wealth Management’s SoFi Technologies SOFI Stock Holding History

Avaii 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
-7,816
Closed -$205K – 169
2025
Q4 		$205K Hold
7,816
– – 0.07% 142
2025
Q3 		$206K Buy
+7,816
New +$185K 0.08% 145

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

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

Avaii Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 7,816 shares — an estimated $205K sold.

Avaii Wealth Management first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Avaii Wealth Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Avaii Wealth Management sold 7,816 SoFi Technologies shares in Q1 2026, an estimated $205K.
  • Avaii Wealth Management first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • Avaii Wealth Management's SoFi Technologies position peaked at $206K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.