Fagan Associates’s SoFi Technologies SOFI Stock Holding History

Fagan Associates’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	-93,084	Closed	-$2.44M	–	142
2025 Q4	$2.44M	Buy	93,084 +23,155	+33%	+$645K	0.32%	62
2025 Q3	$1.85M	Buy	69,929 +50,444	+259%	+$1.2M	0.26%	68
2025 Q2	$355K	Buy	+19,485	New	+$257K	0.05%	107
2023 Q2	–	Sell	-10,000	Closed	-$60.7K	–	125
2023 Q1	$60.7K	Hold	10,000	–	–	0.02%	122
2022 Q4	$46.1K	Hold	10,000	–	–	0.01%	122
2022 Q3	$49K	Buy	+10,000	New	+$63.3K	0.01%	119

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $777B AUM 61.18% 1-Year Est. Return

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

Fagan Associates's SOFI Position: Q1 2026 in Review

Fagan Associates sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 93,084 shares — an estimated $2.44M sold.

Fagan Associates first reported a position in SOFI in Q3 2022 and held it in 6 quarters. The position peaked at $2.44M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Fagan Associates reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Fagan Associates sold 93,084 SoFi Technologies shares in Q1 2026, an estimated $2.44M.
Fagan Associates first reported a position in SoFi Technologies in Q3 2022 and held it in 6 quarters.
Fagan Associates's SoFi Technologies position peaked at $2.44M in Q4 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Fagan Associates's 13F filing for Q1 2026, filed 4 May 2026.