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Dynasty Wealth Management’s SoFi Technologies SOFI Stock Holding History

Dynasty 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 		$247K Buy
15,575
+1,366
+10% +$28.8K ﹤0.01% 309
2025
Q4 		$372K Buy
14,209
+2,217
+18% +$61.8K ﹤0.01% 264
2025
Q3 		$317K Buy
+11,992
New +$285K ﹤0.01% 257

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

Dynasty Wealth Management's SOFI Position: Q1 2026 in Review

Dynasty Wealth Management increased its SoFi Technologies (SOFI) stake by 9.6% in Q1 2026, buying an estimated $28.8K and bringing the position to 15,575 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Dynasty Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $372K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Dynasty Wealth Management held 15,575 shares of SoFi Technologies worth $247K as of Q1 2026.
  • Dynasty Wealth Management bought 1,366 SoFi Technologies shares in Q1 2026, an estimated $28.8K.
  • SoFi Technologies made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Dynasty Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's SoFi Technologies position peaked at $372K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.