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Freestone Grove Partners’s SoFi Technologies SOFI Stock Holding History

Freestone Grove Partners’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
-15,988
Closed -$419K – 1163
2025
Q4 		$419K Buy
+15,988
New +$446K ﹤0.01% 601
2025
Q3 		– Sell
-16,699
Closed -$304K – 886
2025
Q2 		$304K Sell
16,699
-8,410
-33% -$111K ﹤0.01% 583
2025
Q1 		$292K Buy
+25,109
New +$362K ﹤0.01% 484

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Freestone Grove Partners's SOFI Position: Q1 2026 in Review

Freestone Grove Partners sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 15,988 shares — an estimated $419K sold.

Freestone Grove Partners first reported a position in SOFI in Q1 2025 and held it in 3 quarters. The position peaked at $419K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Freestone Grove Partners reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 15,988 SoFi Technologies shares in Q1 2026, an estimated $419K.
  • Freestone Grove Partners first reported a position in SoFi Technologies in Q1 2025 and held it in 3 quarters.
  • Freestone Grove Partners's SoFi Technologies position peaked at $419K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.