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Chad R. Baker’s SoFi Technologies SOFI Stock Holding History

Chad R. Baker’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
Q3 		$3.6M Buy
228,965
+107,550
+89% +$1.89M 0.59% 40
2026
Q2 		$2.18M Hold
121,415
– – 0.35% 44
2026
Q1 		$1.93M Buy
121,415
+62,870
+107% +$1.33M 0.36% 49
2025
Q4 		$1.55M Buy
+58,545
New +$1.63M 0.28% 47
2022
Q2 		– Sell
-276,600
Closed -$2.61M – 51
2022
Q1 		$2.61M Buy
+276,600
New +$3.18M 0.59% 41

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Chad R. Baker's SOFI Position: Q3 2026 in Review

Chad R. Baker increased its SoFi Technologies (SOFI) stake by 89% in Q3 2026, buying an estimated $1.89M and bringing the position to 228,965 shares worth $3.6M. The position accounts for 0.59% of the portfolio, ranked #40.

Chad R. Baker first reported a position in SOFI in Q1 2022 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Chad R. Baker held 228,965 shares of SoFi Technologies worth $3.6M as of Q3 2026.
  • Chad R. Baker bought 107,550 SoFi Technologies shares in Q3 2026, an estimated $1.89M.
  • SoFi Technologies made up 0.59% of Chad R. Baker's portfolio in Q3 2026, its #40 holding.
  • Chad R. Baker first reported a position in SoFi Technologies in Q1 2022 and has held it in 5 quarters since.
  • 220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Chad R. Baker's 13F filing for Q3 2026, filed 22 Oct 2026.