Emerald Mutual Fund Advisers Trust’s SoFi Technologies SOFI Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-22,392	Closed	-$586K	–	207
2025 Q4	$586K	Hold	22,392	–	–	0.03%	152
2025 Q3	$592K	Buy	+22,392	New	+$531K	0.03%	166
2023 Q1	–	Sell	-20,978	Closed	-$96.7K	–	261
2022 Q4	$96.7K	Hold	20,978	–	–	0.01%	201
2022 Q3	$102K	Hold	20,978	–	–	0.01%	203
2022 Q2	$111K	Hold	20,978	–	–	0.01%	193
2022 Q1	$198K	Sell	20,978 -57,769	-73%	-$663K	0.01%	184
2021 Q4	$1.25M	Buy	78,747 +62,450	+383%	+$1.15M	0.04%	167
2021 Q3	$259K	Sell	16,297 -446,970	-96%	-$7.01M	0.01%	195
2021 Q2	$8.88M	Buy	+463,267	New	+$8.59M	0.29%	110

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

Emerald Mutual Fund Advisers Trust's SOFI Position: Q1 2026 in Review

Emerald Mutual Fund Advisers Trust sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 22,392 shares — an estimated $586K sold.

Emerald Mutual Fund Advisers Trust first reported a position in SOFI in Q2 2021 and held it in 9 quarters. The position peaked at $8.88M in Q2 2021. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Emerald Mutual Fund Advisers Trust reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 22,392 SoFi Technologies shares in Q1 2026, an estimated $586K.
Emerald Mutual Fund Advisers Trust first reported a position in SoFi Technologies in Q2 2021 and held it in 9 quarters.
Emerald Mutual Fund Advisers Trust's SoFi Technologies position peaked at $8.88M in Q2 2021.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2026, filed 4 May 2026.