Howe & Rusling’s SoFi Technologies SOFI Stock Holding History

Howe & Rusling’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	-8,341	Closed	-$218K	–	506
2025 Q4	$218K	Buy	+8,341	New	+$232K	0.01%	288
2022 Q4	–	Sell	-325	Closed	-$2K	–	913
2022 Q3	$2K	Hold	325	–	–	﹤0.01%	908
2022 Q2	$2K	Buy	325 +250	+333%	+$1.69K	﹤0.01%	892
2022 Q1	$1K	Buy	+75	New	+$861	﹤0.01%	958

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

Howe & Rusling's SOFI Position: Q1 2026 in Review

Howe & Rusling sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 8,341 shares — an estimated $218K sold.

Howe & Rusling first reported a position in SOFI in Q1 2022 and held it in 4 quarters. The position peaked at $218K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Howe & Rusling reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Howe & Rusling sold 8,341 SoFi Technologies shares in Q1 2026, an estimated $218K.
Howe & Rusling first reported a position in SoFi Technologies in Q1 2022 and held it in 4 quarters.
Howe & Rusling's SoFi Technologies position peaked at $218K in Q4 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.