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Larson Financial Group’s SoFi Technologies SOFI Stock Holding History

Larson Financial Group’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
2025
Q3 		– Sell
-200
Closed -$45 – 3630
2025
Q2 		$45 Buy
+200
New +$2.64K ﹤0.01% 3234

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

Larson Financial Group's SOFI Position: Q1 2026 in Review

Larson Financial Group increased its SoFi Technologies (SOFI) stake by 2.1% in Q1 2026, buying an estimated $4.45K and bringing the position to 10,393 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #780.

Larson Financial Group first reported a position in SOFI in Q2 2021 and has held it in 20 quarters since. The position peaked at $296K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Larson Financial Group held 10,393 shares of SoFi Technologies worth $165K as of Q1 2026.
  • Larson Financial Group bought 211 SoFi Technologies shares in Q1 2026, an estimated $4.45K.
  • SoFi Technologies made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #780 holding.
  • Larson Financial Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 20 quarters since.
  • Larson Financial Group's SoFi Technologies position peaked at $296K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.