FCH
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Freestone Capital Holdings’s SoFi Technologies SOFI Stock Holding History

Freestone Capital Holdings’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
-100
Closed -$2.62K – 621
2025
Q4 		$2.62K Buy
+100
New +$2.79K ﹤0.01% 555

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

Freestone Capital Holdings's SOFI Position: Q1 2026 in Review

Freestone Capital Holdings increased its SoFi Technologies (SOFI) stake by 15% in Q1 2026, buying an estimated $85K and bringing the position to 30,094 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #348.

Freestone Capital Holdings first reported a position in SOFI in Q1 2024 and has held it in 9 quarters since. The position peaked at $719K in Q4 2024. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Freestone Capital Holdings held 30,094 shares of SoFi Technologies worth $478K as of Q1 2026.
  • Freestone Capital Holdings bought 4,031 SoFi Technologies shares in Q1 2026, an estimated $85K.
  • SoFi Technologies made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #348 holding.
  • Freestone Capital Holdings first reported a position in SoFi Technologies in Q1 2024 and has held it in 9 quarters since.
  • Freestone Capital Holdings's SoFi Technologies position peaked at $719K in Q4 2024.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.