Carson Wealth (CWM LLC)
SOFI icon

Carson Wealth (CWM LLC)’s SoFi Technologies SOFI Stock Holding History

Carson Wealth (CWM 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 		$1.89M Buy
118,803
+45,973
+63% +$969K 0.01% 1229
2025
Q4 		$1.91M Sell
72,830
-6,310
-8% -$176K 0.01% 1168
2025
Q3 		$2.09M Sell
79,140
-8,193
-9% -$194K 0.01% 1075
2025
Q2 		$1.59M Buy
87,333
+4,934
+6% +$65.1K 0.01% 1034
2025
Q1 		$958K Buy
82,399
+1,613
+2% +$23.2K ﹤0.01% 1151
2024
Q4 		$1.24M Sell
80,786
-18,170
-18% -$236K 0.01% 966
2024
Q3 		$778K Buy
98,956
+47,672
+93% +$346K ﹤0.01% 1159
2024
Q2 		$339K Buy
51,284
+9,151
+22% +$64.5K ﹤0.01% 1340
2024
Q1 		$308K Buy
42,133
+3,412
+9% +$27.1K ﹤0.01% 1318
2023
Q4 		$385K Buy
38,721
+25,072
+184% +$199K ﹤0.01% 1156
2023
Q3 		$109K Sell
13,649
-462
-3% -$4.06K ﹤0.01% 1583
2023
Q2 		$118K Buy
14,111
+2,132
+18% +$13.9K ﹤0.01% 1491
2023
Q1 		$73K Buy
11,979
+560
+5% +$3.4K ﹤0.01% 1662
2022
Q4 		$53K Sell
11,419
-1,471
-11% -$7.3K ﹤0.01% 1703
2022
Q3 		$63K Buy
12,890
+5,586
+76% +$35.3K ﹤0.01% 1559
2022
Q2 		$38K Buy
+7,304
New +$49.4K ﹤0.01% 1757
2022
Q1 		– Sell
-1,478
Closed -$23K – 3848
2021
Q4 		$23K Buy
+1,478
New +$27.1K ﹤0.01% 1925
2021
Q2 		$1K Hold
50
– – ﹤0.01% 2850
2021
Q1 		$1K Hold
50
– – ﹤0.01% 2849
2020
Q4 		$1K Buy
+50
New +$565 ﹤0.01% 2849

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SOFI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SoFi Technologies (SOFI) stake by 63% in Q1 2026, buying an estimated $969K and bringing the position to 118,803 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #1229.

Carson Wealth (CWM LLC) first reported a position in SOFI in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.09M in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 118,803 shares of SoFi Technologies worth $1.89M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 45,973 SoFi Technologies shares in Q1 2026, an estimated $969K.
  • SoFi Technologies made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1229 holding.
  • Carson Wealth (CWM LLC) first reported a position in SoFi Technologies in Q4 2020 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s SoFi Technologies position peaked at $2.09M in Q3 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.