GM Advisory Group’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
GM Advisory Group's SOFI Position: Q1 2026 in Review
GM Advisory Group increased its SoFi Technologies (SOFI) stake by 396% in Q1 2026, buying an estimated $3.37M and bringing the position to 200,426 shares worth $3.18M. The position accounts for 0.12% of the portfolio, ranked #85.
GM Advisory Group first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.
- GM Advisory Group held 200,426 shares of SoFi Technologies worth $3.18M as of Q1 2026.
- GM Advisory Group bought 160,000 SoFi Technologies shares in Q1 2026, an estimated $3.37M.
- SoFi Technologies made up 0.12% of GM Advisory Group's portfolio in Q1 2026, its #85 holding.
- GM Advisory Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
- 926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.