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MAI Capital Management’s SoFi Technologies SOFI Stock Holding History

MAI 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
Q1 		– Hold
0
– – – 2968
2025
Q4 		– Hold
0
– – – 2081
2025
Q3 		– Hold
0
– – – 1991
2025
Q2 		– Hold
0
– – – 2236
2025
Q1 		– Hold
0
– – – 2277
2024
Q4 		– Hold
0
– – – 2158

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

MAI Capital Management's SOFI Position: Q1 2026 in Review

MAI Capital Management increased its SoFi Technologies (SOFI) stake by 592% in Q1 2026, buying an estimated $864K and bringing the position to 47,930 shares worth $761K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

MAI Capital Management first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • MAI Capital Management held 47,930 shares of SoFi Technologies worth $761K as of Q1 2026.
  • MAI Capital Management bought 41,007 SoFi Technologies shares in Q1 2026, an estimated $864K.
  • SoFi Technologies made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #868 holding.
  • MAI Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.