Estate Counselors’s SoFi Technologies SOFI Stock Holding History

Estate Counselors’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	-146,868	Closed	-$3.85M	–	113
2025 Q4	$3.85M	Hold	146,868	–	–	0.32%	51
2025 Q3	$3.88M	Buy	+146,868	New	+$3.49M	0.33%	45
2025 Q2	–	Sell	-286,025	Closed	-$3.33M	–	115
2025 Q1	$3.33M	Buy	+286,025	New	+$4.12M	0.34%	45
2024 Q3	–	Sell	-180,580	Closed	-$1.19M	–	124
2024 Q2	$1.19M	Hold	180,580	–	–	0.13%	82
2024 Q1	$1.32M	Buy	+180,580	New	+$1.43M	0.15%	78

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 $3.38T AUM 44.17% 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

Estate Counselors's SOFI Position: Q1 2026 in Review

Estate Counselors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 146,868 shares — an estimated $3.85M sold.

Estate Counselors first reported a position in SOFI in Q1 2024 and held it in 5 quarters. The position peaked at $3.88M in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Estate Counselors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Estate Counselors sold 146,868 SoFi Technologies shares in Q1 2026, an estimated $3.85M.
Estate Counselors first reported a position in SoFi Technologies in Q1 2024 and held it in 5 quarters.
Estate Counselors's SoFi Technologies position peaked at $3.88M in Q3 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Estate Counselors's 13F filing for Q1 2026, filed 15 May 2026.