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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
2025
Q3 		– Sell
-1,000
Closed -$18.2K – 1585
2025
Q2 		$18.2K Hold
1,000
– – ﹤0.01% 653
2025
Q1 		$11.6K Buy
+1,000
New +$14.4K ﹤0.01% 712

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

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.