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Bartlett & Co Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bartlett & Co 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 		$24.4K Hold
1,505
– – ﹤0.01% 795
2025
Q4 		$39.4K Buy
1,505
+36
+2% +$1K ﹤0.01% 711
2025
Q3 		$38.8K Buy
1,469
+469
+47% +$11.1K ﹤0.01% 714
2025
Q2 		$18.2K Buy
+1,000
New +$13.2K ﹤0.01% 831
2022
Q3 		– Sell
-44,775
Closed -$236K – 1262
2022
Q2 		$236K Buy
+44,775
New +$303K ﹤0.01% 350

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

Bartlett & Co Wealth Management's SOFI Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its SoFi Technologies (SOFI) position steady in Q1 2026 at 1,505 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Bartlett & Co Wealth Management first reported a position in SOFI in Q2 2022 and has held it in 5 quarters since. The position peaked at $236K in Q2 2022. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Bartlett & Co Wealth Management held 1,505 shares of SoFi Technologies worth $24.4K as of Q1 2026.
  • Bartlett & Co Wealth Management left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #795 holding.
  • Bartlett & Co Wealth Management first reported a position in SoFi Technologies in Q2 2022 and has held it in 5 quarters since.
  • Bartlett & Co Wealth Management's SoFi Technologies position peaked at $236K in Q2 2022.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.