iA Global Asset Management’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-18,611
Closed -$487K 439
2025
Q4
$487K Sell
18,611
-64,879
-78% -$1.81M 0.01% 337
2025
Q3
$2.21M Buy
+83,490
New +$1.98M 0.03% 253

Other funds holding SOFI

iA Global Asset Management's SOFI Position: Q1 2026 in Review

iA Global Asset Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 18,611 shares — an estimated $487K sold.

iA Global Asset Management first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $2.21M in Q3 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • iA Global Asset Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • iA Global Asset Management sold 18,611 SoFi Technologies shares in Q1 2026, an estimated $487K.
  • iA Global Asset Management first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • iA Global Asset Management's SoFi Technologies position peaked at $2.21M in Q3 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on iA Global Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.