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Keystone Financial Services (Colorado)’s SoFi Technologies SOFI Stock Holding History

Keystone Financial Services (Colorado)’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 		$162K Buy
10,176
+231
+2% +$4.87K 0.05% 119
2025
Q4 		$260K Sell
9,945
-3,070
-24% -$85.5K 0.08% 96
2025
Q3 		$344K Buy
13,015
+48
+0.4% +$1.14K 0.11% 81
2025
Q2 		$236K Sell
12,967
-119
-0.9% -$1.57K 0.08% 99
2025
Q1 		$152K Sell
13,086
-79
-0.6% -$1.14K 0.06% 97
2024
Q4 		$203K Buy
13,165
+543
+4% +$7.05K 0.08% 99
2024
Q3 		$99.2K Buy
+12,622
New +$91.7K 0.04% 97

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

Keystone Financial Services (Colorado)'s SOFI Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its SoFi Technologies (SOFI) stake by 2.3% in Q1 2026, buying an estimated $4.87K and bringing the position to 10,176 shares worth $162K. The position accounts for 0.05% of the portfolio, ranked #119.

Keystone Financial Services (Colorado) first reported a position in SOFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $344K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Keystone Financial Services (Colorado) held 10,176 shares of SoFi Technologies worth $162K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 231 SoFi Technologies shares in Q1 2026, an estimated $4.87K.
  • SoFi Technologies made up 0.05% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #119 holding.
  • Keystone Financial Services (Colorado) first reported a position in SoFi Technologies in Q3 2024 and has held it in 7 quarters since.
  • Keystone Financial Services (Colorado)'s SoFi Technologies position peaked at $344K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.