HighPoint Advisor Group’s SoFi Technologies SOFI Stock Holding History

HighPoint Advisor Group’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	-91,564	Closed	-$2.4M	–	987
2025 Q4	$2.4M	Buy	91,564 +11,902	+15%	+$332K	0.05%	290
2025 Q3	$2.1M	Buy	79,662 +5,518	+7%	+$131K	0.1%	155
2025 Q2	$1.35M	Sell	74,144 -22	-0%	-$290	0.07%	209
2025 Q1	$984K	Sell	74,166 -795	-1%	-$11.5K	0.06%	238
2024 Q4	$1.11M	Buy	74,961 +4,268	+6%	+$55.4K	0.06%	229
2024 Q3	$780K	Sell	70,693 -17,278	-20%	-$126K	0.05%	271
2024 Q2	$653K	Sell	87,971 -29,550	-25%	-$208K	0.04%	302
2024 Q1	$836K	Buy	117,521 +951	+0.8%	+$7.55K	0.06%	246
2023 Q4	$868K	Buy	+116,570	New	+$927K	0.06%	240
2022 Q2	$369K	Buy	+62,535	New	+$423K	0.04%	348

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

HighPoint Advisor Group's SOFI Position: Q1 2026 in Review

HighPoint Advisor Group sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 91,564 shares — an estimated $2.4M sold.

HighPoint Advisor Group first reported a position in SOFI in Q2 2022 and held it in 10 quarters. The position peaked at $2.4M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

HighPoint Advisor Group reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 91,564 SoFi Technologies shares in Q1 2026, an estimated $2.4M.
HighPoint Advisor Group first reported a position in SoFi Technologies in Q2 2022 and held it in 10 quarters.
HighPoint Advisor Group's SoFi Technologies position peaked at $2.4M in Q4 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.