IFC & Insurance Marketing’s SoFi Technologies SOFI Stock Holding History

IFC & Insurance Marketing’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	-5	Closed	–	–	593
2025 Q4	$0	Buy	+5	New	+$139	﹤0.01%	750

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

IFC & Insurance Marketing's SOFI Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 5 shares.

IFC & Insurance Marketing first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

IFC & Insurance Marketing reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 5 SoFi Technologies shares in Q1 2026.
IFC & Insurance Marketing first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's SoFi Technologies position peaked at $0 in Q4 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.