Envestnet Portfolio Solutions
SOFI icon

Envestnet Portfolio Solutions’s SoFi Technologies SOFI Stock Holding History

Envestnet Portfolio Solutions’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
-12,711
Closed -$333K – 1488
2025
Q4 		$333K Sell
12,711
-87
-0.7% -$2.42K ﹤0.01% 1233
2025
Q3 		$338K Sell
12,798
-3,650
-22% -$86.6K ﹤0.01% 1189
2025
Q2 		$300K Sell
16,448
-1,310
-7% -$17.3K ﹤0.01% 1334
2025
Q1 		$207K Sell
17,758
-4,984
-22% -$71.8K ﹤0.01% 1492
2024
Q4 		$350K Buy
22,742
+581
+3% +$7.55K ﹤0.01% 1426
2024
Q3 		$174K Buy
22,161
+10,012
+82% +$72.8K ﹤0.01% 1662
2024
Q2 		$80.3K Buy
12,149
+1,259
+12% +$8.88K ﹤0.01% 1615
2024
Q1 		$79.5K Buy
+10,890
New +$86.5K ﹤0.01% 1584

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Envestnet Portfolio Solutions's SOFI Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 12,711 shares — an estimated $333K sold.

Envestnet Portfolio Solutions first reported a position in SOFI in Q1 2024 and held it in 8 quarters. The position peaked at $350K in Q4 2024. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 12,711 SoFi Technologies shares in Q1 2026, an estimated $333K.
  • Envestnet Portfolio Solutions first reported a position in SoFi Technologies in Q1 2024 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's SoFi Technologies position peaked at $350K in Q4 2024.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.