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Aviso Financial’s SoFi Technologies SOFI Stock Holding History

Aviso Financial’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 		$12.7K Hold
800
– – ﹤0.01% 277
2025
Q4 		$20.9K Hold
800
– – ﹤0.01% 264
2025
Q3 		$21.1K Hold
800
– – ﹤0.01% 267
2025
Q2 		$14.6K Hold
800
– – ﹤0.01% 278
2025
Q1 		$9.3K Hold
800
– – ﹤0.01% 294
2024
Q4 		$12.3K Buy
+800
New +$10.4K ﹤0.01% 299

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

Aviso Financial's SOFI Position: Q1 2026 in Review

Aviso Financial held its SoFi Technologies (SOFI) position steady in Q1 2026 at 800 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Aviso Financial first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.1K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Aviso Financial held 800 shares of SoFi Technologies worth $12.7K as of Q1 2026.
  • Aviso Financial left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #277 holding.
  • Aviso Financial first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • Aviso Financial's SoFi Technologies position peaked at $21.1K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.