Forum Financial Management’s SoFi Technologies SOFI Stock Holding History

Forum Financial 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	–	Sell	-28,324	Closed	-$742K	–	892
2025 Q4	$742K	Sell	28,324 -15,306	-35%	-$427K	0.01%	325
2025 Q3	$1.15M	Sell	43,630 -139	-0.3%	-$3.3K	0.02%	213
2025 Q2	$797K	Buy	43,769 +2,372	+6%	+$31.3K	0.01%	255
2025 Q1	$481K	Sell	41,397 -49	-0.1%	-$706	0.01%	391
2024 Q4	$638K	Buy	41,446 +5,475	+15%	+$71.1K	0.01%	304
2024 Q3	$283K	Buy	35,971 +254	+0.7%	+$1.85K	﹤0.01%	546
2024 Q2	$236K	Buy	35,717 +11,145	+45%	+$78.6K	﹤0.01%	587
2024 Q1	$179K	Buy	24,572 +37	+0.2%	+$294	﹤0.01%	710
2023 Q4	$244K	Buy	+24,535	New	+$195K	﹤0.01%	552

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

Forum Financial Management's SOFI Position: Q1 2026 in Review

Forum Financial Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 28,324 shares — an estimated $742K sold.

Forum Financial Management first reported a position in SOFI in Q4 2023 and held it in 9 quarters. The position peaked at $1.15M in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Forum Financial Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 28,324 SoFi Technologies shares in Q1 2026, an estimated $742K.
Forum Financial Management first reported a position in SoFi Technologies in Q4 2023 and held it in 9 quarters.
Forum Financial Management's SoFi Technologies position peaked at $1.15M in Q3 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.