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Cooper Financial Group’s SoFi Technologies SOFI Stock Holding History

Cooper Financial Group’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
-14,847
Closed -$389K – 451
2025
Q4 		$389K Buy
14,847
+860
+6% +$24K 0.04% 267
2025
Q3 		$370K Sell
13,987
-168
-1% -$3.99K 0.04% 273
2025
Q2 		$258K Sell
14,155
-2,620
-16% -$34.6K 0.03% 326
2025
Q1 		$195K Buy
16,775
+369
+2% +$5.32K 0.03% 369
2024
Q4 		$253K Buy
16,406
+1,443
+10% +$18.7K 0.03% 336
2024
Q3 		$118K Buy
+14,963
New +$109K 0.02% 377

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

Cooper Financial Group's SOFI Position: Q1 2026 in Review

Cooper Financial Group sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 14,847 shares — an estimated $389K sold.

Cooper Financial Group first reported a position in SOFI in Q3 2024 and held it in 6 quarters. The position peaked at $389K in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Cooper Financial Group reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Cooper Financial Group sold 14,847 SoFi Technologies shares in Q1 2026, an estimated $389K.
  • Cooper Financial Group first reported a position in SoFi Technologies in Q3 2024 and held it in 6 quarters.
  • Cooper Financial Group's SoFi Technologies position peaked at $389K in Q4 2025.
  • 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Cooper Financial Group's 13F filing for Q1 2026, filed 7 Apr 2026.