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JPL Wealth Management’s SoFi Technologies SOFI Stock Holding History

JPL Wealth Management’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 		$6.61K Buy
+416
New +$8.77K ﹤0.01% 625
2025
Q4 		– Sell
-416
Closed -$11K – 974
2025
Q3 		$11K Buy
+416
New +$9.87K ﹤0.01% 522

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

JPL Wealth Management's SOFI Position: Q1 2026 in Review

JPL Wealth Management opened a new position in SoFi Technologies (SOFI) in Q1 2026: 416 shares worth $6.61K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in SOFI as recently as Q3 2025.

JPL Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 2 quarters since. The position peaked at $11K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • JPL Wealth Management held 416 shares of SoFi Technologies worth $6.61K as of Q1 2026.
  • SoFi Technologies was a new JPL Wealth Management position in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #625 holding.
  • JPL Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's SoFi Technologies position peaked at $11K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.