Bosman Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bosman 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	–	Sell	-136,245	Closed	-$3.57M	–	60
2025 Q4	$3.57M	Buy	+136,245	New	+$3.8M	2.93%	12

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bosman Wealth Management's SOFI Position: Q1 2026 in Review

Bosman Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 136,245 shares — an estimated $3.57M sold.

Bosman Wealth Management first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $3.57M in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Bosman Wealth Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Bosman Wealth Management sold 136,245 SoFi Technologies shares in Q1 2026, an estimated $3.57M.
Bosman Wealth Management first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
Bosman Wealth Management's SoFi Technologies position peaked at $3.57M in Q4 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Bosman Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.