Kingsview Wealth Management’s SoFi Technologies SOFI Stock Holding History

Kingsview 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	$200K	Buy	12,607 +1,625	+15%	+$34.3K	﹤0.01%	1264
2025 Q4	$288K	Buy	10,982 +2,720	+33%	+$75.8K	﹤0.01%	1035
2025 Q3	$218K	Buy	+8,262	New	+$196K	﹤0.01%	1105
2024 Q2	–	Sell	-13,307	Closed	-$97.1K	–	1114
2024 Q1	$97.1K	Buy	+13,307	New	+$106K	﹤0.01%	997
2023 Q4	–	Sell	-20,705	Closed	-$165K	–	1021
2023 Q3	$165K	Sell	20,705 -68,116	-77%	-$599K	0.01%	898
2023 Q2	$741K	Buy	88,821 +8,203	+10%	+$53.5K	0.03%	490
2023 Q1	$489K	Buy	+80,618	New	+$489K	0.02%	580
2022 Q4	–	Sell	-14,567	Closed	-$71K	–	900
2022 Q3	$71K	Buy	+14,567	New	+$92.2K	﹤0.01%	799

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Kingsview Wealth Management increased its SoFi Technologies (SOFI) stake by 15% in Q1 2026, buying an estimated $34.3K and bringing the position to 12,607 shares worth $200K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Kingsview Wealth Management first reported a position in SOFI in Q3 2022 and has held it in 8 quarters since. The position peaked at $741K in Q2 2023. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Kingsview Wealth Management held 12,607 shares of SoFi Technologies worth $200K as of Q1 2026.
Kingsview Wealth Management bought 1,625 SoFi Technologies shares in Q1 2026, an estimated $34.3K.
SoFi Technologies made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1264 holding.
Kingsview Wealth Management first reported a position in SoFi Technologies in Q3 2022 and has held it in 8 quarters since.
Kingsview Wealth Management's SoFi Technologies position peaked at $741K in Q2 2023.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.