EWM
SOFI icon

Evolution Wealth Management’s SoFi Technologies SOFI Stock Holding History

Evolution Wealth Management’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 		$67.3K Hold
4,240
– – 0.05% 223
2025
Q4 		$111K Hold
4,240
– – 0.09% 160
2025
Q3 		$112K Buy
+4,240
New +$101K 0.12% 138

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

Evolution Wealth Management's SOFI Position: Q1 2026 in Review

Evolution Wealth Management held its SoFi Technologies (SOFI) position steady in Q1 2026 at 4,240 shares worth $67.3K. The position accounts for 0.05% of the portfolio, ranked #223.

Evolution Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $112K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Evolution Wealth Management held 4,240 shares of SoFi Technologies worth $67.3K as of Q1 2026.
  • Evolution Wealth Management left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up 0.05% of Evolution Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Evolution Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's SoFi Technologies position peaked at $112K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.