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Correct Capital Wealth Management’s SoFi Technologies SOFI Stock Holding History

Correct Capital Wealth Management’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 		$396K Buy
24,927
+6,344
+34% +$134K 0.07% 85
2025
Q4 		$487K Buy
18,583
+9,600
+107% +$268K 0.09% 79
2025
Q3 		$237K Buy
+8,983
New +$213K 0.04% 108

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

Correct Capital Wealth Management's SOFI Position: Q1 2026 in Review

Correct Capital Wealth Management increased its SoFi Technologies (SOFI) stake by 34% in Q1 2026, buying an estimated $134K and bringing the position to 24,927 shares worth $396K. The position accounts for 0.07% of the portfolio, ranked #85.

Correct Capital Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $487K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Correct Capital Wealth Management held 24,927 shares of SoFi Technologies worth $396K as of Q1 2026.
  • Correct Capital Wealth Management bought 6,344 SoFi Technologies shares in Q1 2026, an estimated $134K.
  • SoFi Technologies made up 0.07% of Correct Capital Wealth Management's portfolio in Q1 2026, its #85 holding.
  • Correct Capital Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Correct Capital Wealth Management's SoFi Technologies position peaked at $487K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.