EH
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Equitable Holdings’s SoFi Technologies SOFI Stock Holding History

Equitable Holdings’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 		$1.91M Buy
73,061
+10,376
+17% +$219K 0.01% 742
2025
Q4 		$1.64M Buy
62,685
+37,226
+146% +$1.04M 0.01% 706
2025
Q3 		$673K Sell
25,459
-5,631
-18% -$134K ﹤0.01% 980
2025
Q2 		$566K Sell
31,090
-7,435
-19% -$98K ﹤0.01% 966
2025
Q1 		$448K Sell
38,525
-5,064
-12% -$73K ﹤0.01% 950
2024
Q4 		$671K Sell
43,589
-23,635
-35% -$307K 0.01% 788
2024
Q3 		$528K Sell
67,224
-67,723
-50% -$492K 0.01% 847
2024
Q2 		$892K Buy
134,947
+39,482
+41% +$278K 0.01% 675
2024
Q1 		$697K Buy
95,465
+18,967
+25% +$151K 0.01% 707
2023
Q4 		$761K Buy
76,498
+44,725
+141% +$355K 0.01% 645
2023
Q3 		$254K Sell
31,773
-33,413
-51% -$294K ﹤0.01% 923
2023
Q2 		$544K Buy
65,186
+33,123
+103% +$216K 0.01% 680
2023
Q1 		$195K Buy
32,063
+500
+2% +$3.03K ﹤0.01% 930
2022
Q4 		$146K Sell
31,563
-13,592
-30% -$67.4K ﹤0.01% 872
2022
Q3 		$220K Buy
45,155
+15,658
+53% +$99.1K ﹤0.01% 779
2022
Q2 		$155K Buy
29,497
+3,577
+14% +$24.2K ﹤0.01% 830
2022
Q1 		$245K Buy
25,920
+12,450
+92% +$143K ﹤0.01% 782
2021
Q4 		$213K Buy
+13,470
New +$247K ﹤0.01% 814

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Equitable Holdings's SOFI Position: Q1 2026 in Review

Equitable Holdings increased its SoFi Technologies (SOFI) stake by 17% in Q1 2026, buying an estimated $219K and bringing the position to 73,061 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #742.

Equitable Holdings first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Equitable Holdings held 73,061 shares of SoFi Technologies worth $1.91M as of Q1 2026.
  • Equitable Holdings bought 10,376 SoFi Technologies shares in Q1 2026, an estimated $219K.
  • SoFi Technologies made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #742 holding.
  • Equitable Holdings first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.