MCM
SOFI icon

M1 Capital Management’s SoFi Technologies SOFI Stock Holding History

M1 Capital 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
Q2 		$203K Sell
11,300
-5,500
-33% -$93.2K 0.07% 111
2026
Q1 		$267K Buy
16,800
+1,750
+12% +$36.9K 0.12% 92
2025
Q4 		$394K Buy
15,050
+2,350
+19% +$65.5K 0.16% 76
2025
Q3 		$336K Buy
12,700
+1,400
+12% +$33.2K 0.14% 82
2025
Q2 		$206K Sell
11,300
-100
-0.9% -$1.32K 0.1% 94
2025
Q1 		$133K Buy
+11,400
New +$164K 0.08% 89

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

M1 Capital Management's SOFI Position: Q2 2026 in Review

M1 Capital Management reduced its SoFi Technologies (SOFI) stake by 33% in Q2 2026, selling an estimated $93.2K and leaving 11,300 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #111.

M1 Capital Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $394K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • M1 Capital Management held 11,300 shares of SoFi Technologies worth $203K as of Q2 2026.
  • M1 Capital Management sold 5,500 SoFi Technologies shares in Q2 2026, an estimated $93.2K.
  • SoFi Technologies made up 0.07% of M1 Capital Management's portfolio in Q2 2026, its #111 holding.
  • M1 Capital Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • M1 Capital Management's SoFi Technologies position peaked at $394K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.