Barrett & Company’s SoFi Technologies SOFI Stock Holding History

Barrett & Company’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	$31.8K	Hold	2,000	–	–	0.01%	339
2025 Q4	$52.4K	Hold	2,000	–	–	0.02%	289
2025 Q3	$52.8K	Hold	2,000	–	–	0.02%	285
2025 Q2	$36.4K	Hold	2,000	–	–	0.01%	344
2025 Q1	$23.3K	Hold	2,000	–	–	0.01%	357
2024 Q4	$30.8K	Hold	2,000	–	–	0.01%	334
2024 Q3	$15.7K	Hold	2,000	–	–	0.01%	389
2024 Q2	$13.2K	Hold	2,000	–	–	0.01%	409
2024 Q1	$14.6K	Hold	2,000	–	–	0.01%	402
2023 Q4	$19.9K	Hold	2,000	–	–	0.01%	345
2023 Q3	$16K	Hold	2,000	–	–	0.01%	370
2023 Q2	$16.7K	Hold	2,000	–	–	0.01%	371
2023 Q1	$12.1K	Hold	2,000	–	–	0.01%	367
2022 Q4	$9.22K	Hold	2,000	–	–	0.01%	389
2022 Q3	$9.22K	Buy	+2,000	New	+$12.7K	0.01%	389

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Barrett & Company's SOFI Position: Q1 2026 in Review

Barrett & Company held its SoFi Technologies (SOFI) position steady in Q1 2026 at 2,000 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #339.

Barrett & Company first reported a position in SOFI in Q3 2022 and has held it in 15 quarters since. The position peaked at $52.8K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Barrett & Company held 2,000 shares of SoFi Technologies worth $31.8K as of Q1 2026.
Barrett & Company left its SoFi Technologies share count unchanged in Q1 2026.
SoFi Technologies made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #339 holding.
Barrett & Company first reported a position in SoFi Technologies in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's SoFi Technologies position peaked at $52.8K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.