Emergent Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Emergent Wealth Advisors’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	-21,369	Closed	-$559K	–	143
2025 Q4	$559K	Sell	21,369 -4,869	-19%	-$136K	0.31%	67
2025 Q3	$693K	Buy	26,238 +18	+0.1%	+$427	0.4%	50
2025 Q2	$477K	Buy	26,220 +1,073	+4%	+$14.2K	0.3%	64
2025 Q1	$292K	Buy	25,147 +13,567	+117%	+$196K	0.21%	82
2024 Q4	$178K	Buy	+11,580	New	+$150K	0.13%	113

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

Emergent Wealth Advisors's SOFI Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 21,369 shares — an estimated $559K sold.

Emergent Wealth Advisors first reported a position in SOFI in Q4 2024 and held it in 5 quarters. The position peaked at $693K in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Emergent Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 21,369 SoFi Technologies shares in Q1 2026, an estimated $559K.
Emergent Wealth Advisors first reported a position in SoFi Technologies in Q4 2024 and held it in 5 quarters.
Emergent Wealth Advisors's SoFi Technologies position peaked at $693K in Q3 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.