Coordinated Financial Services’s SoFi Technologies SOFI Stock Holding History

Coordinated Financial Services’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	$303K	Buy	19,100 +1,500	+9%	+$31.6K	0.17%	144
2025 Q4	$461K	Sell	17,600 -1,775	-9%	-$49.5K	0.27%	103
2025 Q3	$512K	Sell	19,375 -3,925	-17%	-$93.1K	0.33%	91
2025 Q2	$424K	Sell	23,300 -2,400	-9%	-$31.6K	0.29%	91
2025 Q1	$299K	Buy	25,700 +600	+2%	+$8.65K	0.23%	109
2024 Q4	$387K	Buy	+25,100	New	+$326K	0.3%	93
2024 Q2	$158K	Hold	23,900	–	–	0.14%	128
2024 Q1	$174K	Buy	+23,900	New	+$190K	0.15%	131

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

Coordinated Financial Services's SOFI Position: Q1 2026 in Review

Coordinated Financial Services increased its SoFi Technologies (SOFI) stake by 8.5% in Q1 2026, buying an estimated $31.6K and bringing the position to 19,100 shares worth $303K. The position accounts for 0.17% of the portfolio, ranked #144.

Coordinated Financial Services first reported a position in SOFI in Q1 2024 and has held it in 8 quarters since. The position peaked at $512K in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Coordinated Financial Services held 19,100 shares of SoFi Technologies worth $303K as of Q1 2026.
Coordinated Financial Services bought 1,500 SoFi Technologies shares in Q1 2026, an estimated $31.6K.
SoFi Technologies made up 0.17% of Coordinated Financial Services's portfolio in Q1 2026, its #144 holding.
Coordinated Financial Services first reported a position in SoFi Technologies in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's SoFi Technologies position peaked at $512K in Q3 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.