Knights of Columbus Asset Advisors’s SoFi Technologies SOFI Stock Holding History

Knights of Columbus Asset 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	–	Sell	-67,303	Closed	-$1.76M	–	420
2025 Q4	$1.76M	Sell	67,303 -1,215	-2%	-$33.9K	0.1%	209
2025 Q3	$1.81M	Buy	+68,518	New	+$1.63M	0.1%	208
2024 Q3	–	Sell	-201,394	Closed	-$1.33M	–	438
2024 Q2	$1.33M	Hold	201,394	–	–	0.09%	245
2024 Q1	$1.47M	Hold	201,394	–	–	0.11%	227
2023 Q4	$2M	Hold	201,394	–	–	0.13%	231
2023 Q3	$1.61M	Hold	201,394	–	–	0.15%	205
2023 Q2	$1.68M	Sell	201,394 -60,336	-23%	-$393K	0.15%	209
2023 Q1	$1.59M	Sell	261,730 -254,310	-49%	-$1.54M	0.16%	206
2022 Q4	$2.38M	Sell	516,040 -74,266	-13%	-$368K	0.25%	138
2022 Q3	$2.88M	Buy	590,306 +382,344	+184%	+$2.42M	0.29%	106
2022 Q2	$1.1M	Buy	207,962 +4,169	+2%	+$28.2K	0.11%	215
2022 Q1	$1.93M	Sell	203,793 -842	-0.4%	-$9.67K	0.16%	193
2021 Q4	$3.23M	Buy	204,635 +74,120	+57%	+$1.36M	0.26%	115
2021 Q3	$2.07M	Buy	+130,515	New	+$2.05M	0.19%	182

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Knights of Columbus Asset Advisors's SOFI Position: Q1 2026 in Review

Knights of Columbus Asset Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 67,303 shares — an estimated $1.76M sold.

Knights of Columbus Asset Advisors first reported a position in SOFI in Q3 2021 and held it in 14 quarters. The position peaked at $3.23M in Q4 2021. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Knights of Columbus Asset Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Knights of Columbus Asset Advisors sold 67,303 SoFi Technologies shares in Q1 2026, an estimated $1.76M.
Knights of Columbus Asset Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 14 quarters.
Knights of Columbus Asset Advisors's SoFi Technologies position peaked at $3.23M in Q4 2021.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.