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Glen Eagle Advisors’s SoFi Technologies SOFI Stock Holding History

Glen Eagle Advisors’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 		$30.8K Hold
1,938
– – ﹤0.01% 514
2025
Q4 		$50.7K Hold
1,938
– – 0.01% 443
2025
Q3 		$51.2K Hold
1,938
– – 0.01% 446
2025
Q2 		$35.3K Buy
1,938
+493
+34% +$6.5K 0.01% 474
2025
Q1 		$16.8K Hold
1,445
– – ﹤0.01% 567
2024
Q4 		$22.3K Hold
1,445
– – ﹤0.01% 538
2024
Q3 		$11.4K Hold
1,445
– – ﹤0.01% 640
2024
Q2 		$9.55K Buy
+1,445
New +$10.2K ﹤0.01% 658
2023
Q2 		– Sell
-17
Closed -$103 – 1119
2023
Q1 		$103 Buy
+17
New +$103 ﹤0.01% 1048

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

Glen Eagle Advisors's SOFI Position: Q1 2026 in Review

Glen Eagle Advisors held its SoFi Technologies (SOFI) position steady in Q1 2026 at 1,938 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Glen Eagle Advisors first reported a position in SOFI in Q1 2023 and has held it in 9 quarters since. The position peaked at $51.2K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Glen Eagle Advisors held 1,938 shares of SoFi Technologies worth $30.8K as of Q1 2026.
  • Glen Eagle Advisors left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q1 2026, its #514 holding.
  • Glen Eagle Advisors first reported a position in SoFi Technologies in Q1 2023 and has held it in 9 quarters since.
  • Glen Eagle Advisors's SoFi Technologies position peaked at $51.2K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.