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Centaurus Financial’s SoFi Technologies SOFI Stock Holding History

Centaurus Financial’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 		$1.15M Buy
72,374
+61,228
+549% +$1.29M 0.05% 307
2025
Q4 		$292K Sell
11,146
-7,565
-40% -$211K 0.01% 688
2025
Q3 		$494K Buy
18,711
+189
+1% +$4.49K 0.02% 528
2025
Q2 		$337K Buy
18,522
+7,365
+66% +$97.1K 0.02% 582
2025
Q1 		$130K Sell
11,157
-44
-0.4% -$634 0.01% 811
2024
Q4 		$172K Buy
+11,201
New +$145K 0.01% 698

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

Centaurus Financial's SOFI Position: Q1 2026 in Review

Centaurus Financial increased its SoFi Technologies (SOFI) stake by 549% in Q1 2026, buying an estimated $1.29M and bringing the position to 72,374 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #307.

Centaurus Financial first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Centaurus Financial held 72,374 shares of SoFi Technologies worth $1.15M as of Q1 2026.
  • Centaurus Financial bought 61,228 SoFi Technologies shares in Q1 2026, an estimated $1.29M.
  • SoFi Technologies made up 0.05% of Centaurus Financial's portfolio in Q1 2026, its #307 holding.
  • Centaurus Financial first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.