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Berkshire Capital Holdings’s SoFi Technologies SOFI Stock Holding History

Berkshire Capital Holdings’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 		$159 Hold
10
– – ﹤0.01% 102
2025
Q4 		$262 Hold
10
– – ﹤0.01% 98
2025
Q3 		$264 Hold
10
– – ﹤0.01% 101
2025
Q2 		$182 Hold
10
– – ﹤0.01% 97
2025
Q1 		$116 Sell
10
-620,800
-100% -$8.95M ﹤0.01% 93
2024
Q4 		$9.56M Buy
620,810
+620,800
+6,208,000% +$8.06M 3.45% 12
2024
Q3 		$79 Hold
10
– – ﹤0.01% 88
2024
Q2 		$66 Hold
10
– – ﹤0.01% 86
2024
Q1 		$73 Buy
+10
New +$79 ﹤0.01% 88

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $786B AUM 40.34% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Berkshire Capital Holdings's SOFI Position: Q1 2026 in Review

Berkshire Capital Holdings held its SoFi Technologies (SOFI) position steady in Q1 2026 at 10 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Berkshire Capital Holdings first reported a position in SOFI in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.56M in Q4 2024. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Berkshire Capital Holdings held 10 shares of SoFi Technologies worth $159 as of Q1 2026.
  • Berkshire Capital Holdings left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #102 holding.
  • Berkshire Capital Holdings first reported a position in SoFi Technologies in Q1 2024 and has held it in 9 quarters since.
  • Berkshire Capital Holdings's SoFi Technologies position peaked at $9.56M in Q4 2024.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.