Insigneo Advisory Services’s SoFi Technologies SOFI Stock Holding History

Insigneo Advisory Services’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	-11,144	Closed	-$292K	–	814
2025 Q4	$292K	Buy	11,144 +1,017	+10%	+$28.3K	0.02%	522
2025 Q3	$268K	Buy	+10,127	New	+$240K	0.02%	541
2024 Q3	–	Sell	-15,602	Closed	-$102K	–	651
2024 Q2	$102K	Buy	15,602 +3,349	+27%	+$23.6K	0.01%	525
2024 Q1	$89.4K	Sell	12,253 -1,010	-8%	-$8.02K	0.01%	473
2023 Q4	$132K	Buy	+13,263	New	+$105K	0.02%	423
2023 Q3	–	Sell	-12,053	Closed	-$101K	–	396
2023 Q2	$101K	Buy	+12,053	New	+$78.6K	0.02%	332

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Insigneo Advisory Services's SOFI Position: Q1 2026 in Review

Insigneo Advisory Services sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 11,144 shares — an estimated $292K sold.

Insigneo Advisory Services first reported a position in SOFI in Q2 2023 and held it in 6 quarters. The position peaked at $292K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Insigneo Advisory Services reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Insigneo Advisory Services sold 11,144 SoFi Technologies shares in Q1 2026, an estimated $292K.
Insigneo Advisory Services first reported a position in SoFi Technologies in Q2 2023 and held it in 6 quarters.
Insigneo Advisory Services's SoFi Technologies position peaked at $292K in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.