Jaffetilchin Investment Partners’s SoFi Technologies SOFI Stock Holding History

Jaffetilchin Investment 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	$238K	Sell	15,014 -38,173	-72%	-$805K	0.01%	411
2025 Q4	$1.39M	Sell	53,187 -12,411	-19%	-$346K	0.08%	152
2025 Q3	$1.73M	Sell	65,598 -3,341	-5%	-$79.3K	0.1%	133
2025 Q2	$1.26M	Sell	68,939 -9,788	-12%	-$129K	0.08%	155
2025 Q1	$916K	Buy	78,727 +407	+0.5%	+$5.87K	0.07%	179
2024 Q4	$1.21M	Buy	78,320 +21,297	+37%	+$277K	0.09%	147
2024 Q3	$448K	Buy	57,023 +20,765	+57%	+$151K	0.03%	247
2024 Q2	$240K	Sell	36,258 -4,468	-11%	-$31.5K	0.02%	307
2024 Q1	$297K	Sell	40,726 -31,234	-43%	-$248K	0.03%	291
2023 Q4	$716K	Buy	71,960 +21,706	+43%	+$173K	0.07%	175
2023 Q3	$402K	Sell	50,254 -9,823	-16%	-$86.4K	0.04%	231
2023 Q2	$501K	Sell	60,077 -8,001	-12%	-$52.2K	0.05%	201
2023 Q1	$413K	Buy	+68,078	New	+$413K	0.05%	234

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

Jaffetilchin Investment Partners's SOFI Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its SoFi Technologies (SOFI) stake by 72% in Q1 2026, selling an estimated $805K and leaving 15,014 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #411.

Jaffetilchin Investment Partners first reported a position in SOFI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.73M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Jaffetilchin Investment Partners held 15,014 shares of SoFi Technologies worth $238K as of Q1 2026.
Jaffetilchin Investment Partners sold 38,173 SoFi Technologies shares in Q1 2026, an estimated $805K.
SoFi Technologies made up 0.01% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #411 holding.
Jaffetilchin Investment Partners first reported a position in SoFi Technologies in Q1 2023 and has held it in 13 quarters since.
Jaffetilchin Investment Partners's SoFi Technologies position peaked at $1.73M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.