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Golden State Equity Partners’s SoFi Technologies SOFI Stock Holding History

Golden State Equity 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 		$40.1K Buy
+2,523
New +$53.2K ﹤0.01% 931
2024
Q4 		– Sell
-109
Closed -$856 – 802
2024
Q3 		$856 Buy
+109
New +$792 ﹤0.01% 761

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

Golden State Equity Partners's SOFI Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in SoFi Technologies (SOFI) in Q1 2026: 2,523 shares worth $40.1K. The stake represents ﹤0.01% of the portfolio and ranks #931 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SOFI as recently as Q3 2024.

Golden State Equity Partners first reported a position in SOFI in Q3 2024 and has held it in 2 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Golden State Equity Partners held 2,523 shares of SoFi Technologies worth $40.1K as of Q1 2026.
  • SoFi Technologies was a new Golden State Equity Partners position in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #931 holding.
  • Golden State Equity Partners first reported a position in SoFi Technologies in Q3 2024 and has held it in 2 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.