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EQ Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

EQ 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
-78
Closed -$2.04K – 210
2025
Q4 		$2.04K Buy
+78
New +$2.17K ﹤0.01% 221
2025
Q3 		– Sell
-61
Closed -$1.11K – 203
2025
Q2 		$1.11K Buy
61
+8
+15% +$105 ﹤0.01% 207
2025
Q1 		$616 Buy
+53
New +$764 ﹤0.01% 242

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

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

EQ Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 78 shares — an estimated $2.04K sold.

EQ Wealth Advisors first reported a position in SOFI in Q1 2025 and held it in 3 quarters. The position peaked at $2.04K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • EQ Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • EQ Wealth Advisors sold 78 SoFi Technologies shares in Q1 2026, an estimated $2.04K.
  • EQ Wealth Advisors first reported a position in SoFi Technologies in Q1 2025 and held it in 3 quarters.
  • EQ Wealth Advisors's SoFi Technologies position peaked at $2.04K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.