Claris Financial’s SoFi Technologies SOFI Stock Holding History

Claris 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	$340K	Buy	22,074 +13,863	+169%	+$292K	0.19%	117
2025 Q4	$215K	Buy	+8,211	New	+$229K	0.11%	167

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Claris Financial's SOFI Position: Q1 2026 in Review

Claris Financial increased its SoFi Technologies (SOFI) stake by 169% in Q1 2026, buying an estimated $292K and bringing the position to 22,074 shares worth $340K. The position accounts for 0.19% of the portfolio, ranked #117.

Claris Financial first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Claris Financial held 22,074 shares of SoFi Technologies worth $340K as of Q1 2026.
Claris Financial bought 13,863 SoFi Technologies shares in Q1 2026, an estimated $292K.
SoFi Technologies made up 0.19% of Claris Financial's portfolio in Q1 2026, its #117 holding.
Claris Financial first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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