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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
Q1 		$3.18M Buy
200,000
+108,900
+120% +$2.3M 0.02% 456
2025
Q4 		$2.38M Buy
+91,100
New +$2.54M 0.01% 735
2023
Q1 		– Sell
-27,800
Closed -$128K – 1964
2022
Q4 		$128K Buy
+27,800
New +$138K ﹤0.01% 1345

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

Jefferies Financial Group's SOFI Position: Q1 2026 in Review

Jefferies Financial Group increased its SoFi Technologies (SOFI) stake by 760% in Q1 2026, buying an estimated $21.1M and bringing the position to 1,134,805 shares worth $18M. The position accounts for 0.12% of the portfolio, ranked #137.

Jefferies Financial Group first reported a position in SOFI in Q4 2022 and has held it in 9 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Jefferies Financial Group held 1,134,805 shares of SoFi Technologies worth $18M as of Q1 2026.
  • Jefferies Financial Group bought 1,002,845 SoFi Technologies shares in Q1 2026, an estimated $21.1M.
  • SoFi Technologies made up 0.12% of Jefferies Financial Group's portfolio in Q1 2026, its #137 holding.
  • Jefferies Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 9 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.