Bogart Wealth LLC’s SoFi Technologies SOFI Stock Holding History

Bogart Wealth 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	$176K	Buy	11,052 +8,983	+434%	+$189K	0.01%	278
2025 Q4	$54.2K	Buy	2,069 +994	+92%	+$27.7K	﹤0.01%	450
2025 Q3	$28.4K	Sell	1,075 -3,977	-79%	-$94.4K	﹤0.01%	574
2025 Q2	$92K	Buy	5,052 +1,014	+25%	+$13.4K	﹤0.01%	336
2025 Q1	$47K	Buy	+4,038	New	+$58.2K	﹤0.01%	426
2022 Q2	–	Sell	-458	Closed	-$4K	–	973
2022 Q1	$4K	Hold	458	–	–	﹤0.01%	611
2021 Q4	$7K	Buy	458 +297	+184%	+$5.45K	﹤0.01%	519
2021 Q3	$3K	Buy	+161	New	+$2.52K	﹤0.01%	604

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

Bogart Wealth LLC's SOFI Position: Q1 2026 in Review

Bogart Wealth LLC increased its SoFi Technologies (SOFI) stake by 434% in Q1 2026, buying an estimated $189K and bringing the position to 11,052 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #278.

Bogart Wealth LLC first reported a position in SOFI in Q3 2021 and has held it in 8 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Bogart Wealth LLC held 11,052 shares of SoFi Technologies worth $176K as of Q1 2026.
Bogart Wealth LLC bought 8,983 SoFi Technologies shares in Q1 2026, an estimated $189K.
SoFi Technologies made up 0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #278 holding.
Bogart Wealth LLC first reported a position in SoFi Technologies in Q3 2021 and has held it in 8 quarters since.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.