F&V Capital Management’s SoFi Technologies SOFI Stock Holding History

F&V Capital 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	$206K	Buy	+13,000	New	+$274K	0.04%	59

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

F&V Capital Management's SOFI Position: Q1 2026 in Review

F&V Capital Management opened a new position in SoFi Technologies (SOFI) in Q1 2026: 13,000 shares worth $206K. The stake represents 0.04% of the portfolio and ranks #59 among its holdings.

919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

F&V Capital Management held 13,000 shares of SoFi Technologies worth $206K as of Q1 2026.
SoFi Technologies was a new F&V Capital Management position in Q1 2026.
SoFi Technologies made up 0.04% of F&V Capital Management's portfolio in Q1 2026, its #59 holding.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on F&V Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.