Jefferies Financial Group’s SoFi Technologies SOFI Stock Holding History

Jefferies Financial Group’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 Q3	$2.43M	Sell	154,294 -809,909	-84%	-$14.3M	0.02%	499
2026 Q2	$17.3M	Sell	964,203 -170,602	-15%	-$2.89M	0.11%	162
2026 Q1	$18M	Buy	1,134,805 +1,002,845	+760%	+$21.1M	0.12%	137
2025 Q4	$3.45M	Sell	131,960 -376,242	-74%	-$10.5M	0.02%	590
2025 Q3	$13.4M	Buy	508,202 +475,602	+1,459%	+$11.3M	0.06%	189
2025 Q2	$594K	Buy	32,600 +1,560	+5%	+$20.6K	0.01%	862
2025 Q1	$361K	Sell	31,040 -44,529	-59%	-$642K	﹤0.01%	1157
2024 Q4	$1.16M	Buy	+75,569	New	+$982K	0.01%	831
2024 Q1	–	Sell	-185,001	Closed	-$1.84M	–	2000
2023 Q4	$1.84M	Buy	185,001 +184,750	+73,606%	+$1.47M	0.01%	743
2023 Q3	$2.01K	Buy	+251	New	+$2.21K	﹤0.01%	1561
2023 Q1	–	Sell	-46,700	Closed	-$215K	–	1965
2022 Q4	$215K	Buy	+46,700	New	+$232K	﹤0.01%	1282

Other funds holding SOFI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Jefferies Financial Group's SOFI Position: Q3 2026 in Review

Jefferies Financial Group reduced its SoFi Technologies (SOFI) stake by 84% in Q3 2026, selling an estimated $14.3M and leaving 154,294 shares worth $2.43M. The position accounts for 0.02% of the portfolio, ranked #499.

Jefferies Financial Group first reported a position in SOFI in Q4 2022 and has held it in 11 quarters since. The position peaked at $18M in Q1 2026. 471 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Jefferies Financial Group held 154,294 shares of SoFi Technologies worth $2.43M as of Q3 2026.
Jefferies Financial Group sold 809,909 SoFi Technologies shares in Q3 2026, an estimated $14.3M.
SoFi Technologies made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #499 holding.
Jefferies Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's SoFi Technologies position peaked at $18M in Q1 2026.
471 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.