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Brainard Capital Management’s SoFi Technologies SOFI Stock Holding History

Brainard Capital 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
2023
Q1 		$110K Hold
18,186
– – 0.08% 89
2022
Q4 		$83.8K Buy
+18,186
New +$90.2K 0.07% 100

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brainard Capital Management's SOFI Position: Q1 2023 in Review

Brainard Capital Management held its SoFi Technologies (SOFI) position steady in Q1 2023 at 18,186 shares worth $110K. The position accounts for 0.08% of the portfolio, ranked #89.

Brainard Capital Management first reported a position in SOFI in Q4 2022 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Brainard Capital Management held 18,186 shares of SoFi Technologies worth $110K as of Q1 2023.
  • Brainard Capital Management left its SoFi Technologies share count unchanged in Q1 2023.
  • SoFi Technologies made up 0.08% of Brainard Capital Management's portfolio in Q1 2023, its #89 holding.
  • Brainard Capital Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.