Elo Mutual Pension Insurance’s SoFi Technologies SOFI Stock Holding History

Elo Mutual Pension Insurance’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	$1.94M	Sell	122,143 -32,366	-21%	-$682K	0.03%	377
2025 Q4	$4.05M	Buy	154,509 +77,032	+99%	+$2.15M	0.06%	237
2025 Q3	$2.05M	Buy	+77,477	New	+$1.84M	0.03%	366
2022 Q2	–	Sell	-39,926	Closed	-$377K	–	484
2022 Q1	$377K	Buy	39,926 +957	+2%	+$11K	0.01%	473
2021 Q4	$616K	Buy	+38,969	New	+$715K	0.02%	437

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Elo Mutual Pension Insurance's SOFI Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its SoFi Technologies (SOFI) stake by 21% in Q1 2026, selling an estimated $682K and leaving 122,143 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #377.

Elo Mutual Pension Insurance first reported a position in SOFI in Q4 2021 and has held it in 5 quarters since. The position peaked at $4.05M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Elo Mutual Pension Insurance held 122,143 shares of SoFi Technologies worth $1.94M as of Q1 2026.
Elo Mutual Pension Insurance sold 32,366 SoFi Technologies shares in Q1 2026, an estimated $682K.
SoFi Technologies made up 0.03% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #377 holding.
Elo Mutual Pension Insurance first reported a position in SoFi Technologies in Q4 2021 and has held it in 5 quarters since.
Elo Mutual Pension Insurance's SoFi Technologies position peaked at $4.05M in Q4 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.