High Note Wealth’s SoFi Technologies SOFI Stock Holding History

High Note Wealth’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	-30	Closed	-$785	–	996
2025 Q4	$785	Buy	30 +16	+114%	+$446	﹤0.01%	831
2025 Q3	$370	Buy	+14	New	+$332	﹤0.01%	779
2025 Q2	–	Sell	-9	Closed	-$105	–	975
2025 Q1	$105	Hold	9	–	–	﹤0.01%	863
2024 Q4	$139	Buy	+9	New	+$117	﹤0.01%	852

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

High Note Wealth's SOFI Position: Q1 2026 in Review

High Note Wealth sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 30 shares — an estimated $785 sold.

High Note Wealth first reported a position in SOFI in Q4 2024 and held it in 4 quarters. The position peaked at $785 in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

High Note Wealth reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
High Note Wealth sold 30 SoFi Technologies shares in Q1 2026, an estimated $785.
High Note Wealth first reported a position in SoFi Technologies in Q4 2024 and held it in 4 quarters.
High Note Wealth's SoFi Technologies position peaked at $785 in Q4 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.