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Kestra Private Wealth Services’s SoFi Technologies SOFI Stock Holding History

Kestra Private Wealth 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 		$1.05M Sell
66,392
-3,512
-5% -$74K 0.01% 815
2025
Q4 		$1.83M Buy
69,904
+11,237
+19% +$313K 0.02% 574
2025
Q3 		$1.55M Sell
58,667
-9,709
-14% -$230K 0.02% 617
2025
Q2 		$1.25M Buy
68,376
+8,620
+14% +$114K 0.02% 658
2025
Q1 		$695K Buy
59,756
+42,575
+248% +$614K 0.01% 819
2024
Q4 		$265K Sell
17,181
-6,500
-27% -$84.4K ﹤0.01% 1181
2024
Q3 		$186K Sell
23,681
-2,350
-9% -$17.1K ﹤0.01% 1280
2024
Q2 		$172K Sell
26,031
-15,535
-37% -$110K ﹤0.01% 1250
2024
Q1 		$303K Sell
41,566
-4,397
-10% -$34.9K 0.01% 1007
2023
Q4 		$457K Buy
45,963
+1,974
+4% +$15.7K 0.01% 760
2023
Q3 		$351K Buy
43,989
+8,608
+24% +$75.7K 0.01% 797
2023
Q2 		$295K Buy
35,381
+2,045
+6% +$13.3K 0.01% 829
2023
Q1 		$202K Sell
33,336
-4,800
-13% -$29.1K 0.01% 928
2022
Q4 		$176K Sell
38,136
-7,000
-16% -$34.7K 0.01% 819
2022
Q3 		$220K Sell
45,136
-5,000
-10% -$31.6K 0.01% 753
2022
Q2 		$264K Sell
50,136
-9,200
-16% -$62.2K 0.02% 693
2022
Q1 		$561K Sell
59,336
-10,650
-15% -$122K 0.03% 534
2021
Q4 		$1.11M Sell
69,986
-20,150
-22% -$370K 0.05% 360
2021
Q3 		$1.43M Buy
90,136
+3,636
+4% +$57K 0.08% 275
2021
Q2 		$1.66M Buy
86,500
+4,900
+6% +$90.8K 0.1% 229
2021
Q1 		$1.4M Buy
+81,600
New +$1.61M 0.1% 230

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

Kestra Private Wealth Services's SOFI Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its SoFi Technologies (SOFI) stake by 5% in Q1 2026, selling an estimated $74K and leaving 66,392 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #815.

Kestra Private Wealth Services first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.83M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Kestra Private Wealth Services held 66,392 shares of SoFi Technologies worth $1.05M as of Q1 2026.
  • Kestra Private Wealth Services sold 3,512 SoFi Technologies shares in Q1 2026, an estimated $74K.
  • SoFi Technologies made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #815 holding.
  • Kestra Private Wealth Services first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Kestra Private Wealth Services's SoFi Technologies position peaked at $1.83M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.