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IAG Wealth Partners’s SoFi Technologies SOFI Stock Holding History

IAG Wealth Partners’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 		$8.64K Sell
544
-1,767
-76% -$37.2K ﹤0.01% 397
2025
Q4 		$60.5K Sell
2,311
-150
-6% -$4.18K 0.01% 193
2025
Q3 		$65K Hold
2,461
– – 0.01% 193
2025
Q2 		$44.8K Sell
2,461
-64
-3% -$844 0.01% 205
2025
Q1 		$29.4K Buy
2,525
+50
+2% +$721 ﹤0.01% 240
2024
Q4 		$38.1K Buy
+2,475
New +$32.1K 0.01% 212

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

IAG Wealth Partners's SOFI Position: Q1 2026 in Review

IAG Wealth Partners reduced its SoFi Technologies (SOFI) stake by 76% in Q1 2026, selling an estimated $37.2K and leaving 544 shares worth $8.64K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

IAG Wealth Partners first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $65K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • IAG Wealth Partners held 544 shares of SoFi Technologies worth $8.64K as of Q1 2026.
  • IAG Wealth Partners sold 1,767 SoFi Technologies shares in Q1 2026, an estimated $37.2K.
  • SoFi Technologies made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #397 holding.
  • IAG Wealth Partners first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • IAG Wealth Partners's SoFi Technologies position peaked at $65K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.