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CogentBlue Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

CogentBlue 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
-7,646
Closed -$200K – 84
2025
Q4 		$200K Buy
+7,646
New +$213K 0.14% 73

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

CogentBlue Wealth Advisors's SOFI Position: Q1 2026 in Review

CogentBlue Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 7,646 shares — an estimated $200K sold.

CogentBlue Wealth Advisors first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • CogentBlue Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • CogentBlue Wealth Advisors sold 7,646 SoFi Technologies shares in Q1 2026, an estimated $200K.
  • CogentBlue Wealth Advisors first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
  • CogentBlue Wealth Advisors's SoFi Technologies position peaked at $200K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.