First Command Advisory Services’s SoFi Technologies SOFI Stock Holding History

First Command Advisory Services’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	$11.9K	Buy	748 +100	+15%	+$2.11K	﹤0.01%	579
2025 Q4	$17K	Hold	648	–	–	﹤0.01%	430
2025 Q3	$17.1K	Buy	+648	New	+$15.4K	﹤0.01%	396

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

First Command Advisory Services's SOFI Position: Q1 2026 in Review

First Command Advisory Services increased its SoFi Technologies (SOFI) stake by 15% in Q1 2026, buying an estimated $2.11K and bringing the position to 748 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

First Command Advisory Services first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.1K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

First Command Advisory Services held 748 shares of SoFi Technologies worth $11.9K as of Q1 2026.
First Command Advisory Services bought 100 SoFi Technologies shares in Q1 2026, an estimated $2.11K.
SoFi Technologies made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #579 holding.
First Command Advisory Services first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
First Command Advisory Services's SoFi Technologies position peaked at $17.1K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.