Brighton Jones LLC’s SoFi Technologies SOFI Stock Holding History

Brighton Jones 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
2023 Q1	–	Hold	0	–	-$3.1M	–	536
2022 Q4	–	Hold	0	–	–	–	71

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

Brighton Jones LLC's SOFI Position: Q1 2026 in Review

Brighton Jones LLC sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 631,559 shares — an estimated $16.5M sold.

Brighton Jones LLC first reported a position in SOFI in Q3 2022 and held it in 14 quarters. The position peaked at $18.4M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Brighton Jones LLC reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Brighton Jones LLC sold 631,559 SoFi Technologies shares in Q1 2026, an estimated $16.5M.
Brighton Jones LLC first reported a position in SoFi Technologies in Q3 2022 and held it in 14 quarters.
Brighton Jones LLC's SoFi Technologies position peaked at $18.4M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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