Betterment LLC’s SoFi Technologies SOFI Stock Holding History

Betterment LLC’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	$160K	Buy	+10,077	New	+$212K	﹤0.01%	614

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

Betterment LLC's SOFI Position: Q1 2026 in Review

Betterment LLC opened a new position in SoFi Technologies (SOFI) in Q1 2026: 10,077 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings.

919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Betterment LLC held 10,077 shares of SoFi Technologies worth $160K as of Q1 2026.
SoFi Technologies was a new Betterment LLC position in Q1 2026.
SoFi Technologies made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #614 holding.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.