CQWA
SOFI icon

Chokshi & Queen Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Chokshi & Queen Wealth Advisors’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 		– Sell
-7,700
Closed -$202K – 65
2025
Q4 		$202K Buy
+7,700
New +$215K 0.11% 45

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 $3.37T AUM 44.26% 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

Chokshi & Queen Wealth Advisors's SOFI Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 7,700 shares — an estimated $202K sold.

Chokshi & Queen Wealth Advisors first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Chokshi & Queen Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Chokshi & Queen Wealth Advisors sold 7,700 SoFi Technologies shares in Q1 2026, an estimated $202K.
  • Chokshi & Queen Wealth Advisors first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
  • Chokshi & Queen Wealth Advisors's SoFi Technologies position peaked at $202K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.