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KLCM Advisors’s SoFi Technologies SOFI Stock Holding History

KLCM Advisors’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 		$651K Buy
41,011
+1,860
+5% +$39.2K 0.05% 146
2025
Q4 		$1.02M Buy
39,151
+21,174
+118% +$590K 0.09% 115
2025
Q3 		$475K Buy
17,977
+5,777
+47% +$137K 0.05% 118
2025
Q2 		$222K Buy
12,200
+1,200
+11% +$15.8K 0.02% 152
2025
Q1 		$128K Hold
11,000
– – 0.02% 166
2024
Q4 		$169K Hold
11,000
– – 0.02% 160
2024
Q3 		$86.5K Hold
11,000
– – 0.01% 161
2024
Q2 		$72.7K Hold
11,000
– – 0.01% 148
2024
Q1 		$80.3K Sell
11,000
-13,500
-55% -$107K 0.01% 150
2023
Q4 		$244K Buy
+24,500
New +$195K 0.04% 129

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

KLCM Advisors's SOFI Position: Q1 2026 in Review

KLCM Advisors increased its SoFi Technologies (SOFI) stake by 4.8% in Q1 2026, buying an estimated $39.2K and bringing the position to 41,011 shares worth $651K. The position accounts for 0.05% of the portfolio, ranked #146.

KLCM Advisors first reported a position in SOFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.02M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • KLCM Advisors held 41,011 shares of SoFi Technologies worth $651K as of Q1 2026.
  • KLCM Advisors bought 1,860 SoFi Technologies shares in Q1 2026, an estimated $39.2K.
  • SoFi Technologies made up 0.05% of KLCM Advisors's portfolio in Q1 2026, its #146 holding.
  • KLCM Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 10 quarters since.
  • KLCM Advisors's SoFi Technologies position peaked at $1.02M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.