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HB Wealth Management’s SoFi Technologies SOFI Stock Holding History

HB Wealth Management’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
2024
Q4 		– Sell
-4,000
Closed -$31.4K – 1114
2024
Q3 		$31.4K Sell
4,000
-5,000
-56% -$36.3K ﹤0.01% 957
2024
Q2 		$59.5K Buy
+9,000
New +$63.5K ﹤0.01% 896

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

HB Wealth Management's SOFI Position: Q1 2026 in Review

HB Wealth Management increased its SoFi Technologies (SOFI) stake by 48% in Q1 2026, buying an estimated $100K and bringing the position to 14,757 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

HB Wealth Management first reported a position in SOFI in Q1 2024 and has held it in 7 quarters since. The position peaked at $262K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • HB Wealth Management held 14,757 shares of SoFi Technologies worth $234K as of Q1 2026.
  • HB Wealth Management bought 4,758 SoFi Technologies shares in Q1 2026, an estimated $100K.
  • SoFi Technologies made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1357 holding.
  • HB Wealth Management first reported a position in SoFi Technologies in Q1 2024 and has held it in 7 quarters since.
  • HB Wealth Management's SoFi Technologies position peaked at $262K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.