Centaurus Financial’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-10,000
Closed -$58K 975
2021
Q4
$58K Buy
+10,000
New +$184K ﹤0.01% 910

Other funds holding SOFI

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.