Main Street Financial Solutions’s SoFi Technologies SOFI Stock Holding History

Main Street Financial Solutions’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 Q4	$275K	Sell	10,493 -900	-8%	-$25.1K	0.02%	446
2025 Q3	$301K	Buy	+11,393	New	+$270K	0.02%	496
2024 Q4	–	Sell	-12,026	Closed	-$94.5K	–	559
2024 Q3	$94.5K	Sell	12,026 -946	-7%	-$6.88K	0.01%	513
2024 Q2	$85.7K	Buy	12,972 +131	+1%	+$924	0.01%	522
2024 Q1	$93.7K	Buy	12,841 +224	+2%	+$1.78K	0.01%	500
2023 Q4	$126K	Buy	12,617 +75	+0.6%	+$596	0.02%	441
2023 Q3	$100K	Buy	12,542 +2,103	+20%	+$18.5K	0.01%	442
2023 Q2	$87.1K	Buy	10,439 +300	+3%	+$1.96K	0.01%	435
2023 Q1	$61.5K	Sell	10,139 -200	-2%	-$1.21K	0.01%	441
2022 Q4	$48K	Sell	10,339 -410	-4%	-$2.03K	0.01%	429
2022 Q3	$52K	Buy	+10,749	New	+$68K	0.01%	420

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Main Street Financial Solutions's SOFI Position: Q4 2025 in Review

Main Street Financial Solutions reduced its SoFi Technologies (SOFI) stake by 7.9% in Q4 2025, selling an estimated $25.1K and leaving 10,493 shares worth $275K. The position accounts for 0.02% of the portfolio, ranked #446.

Main Street Financial Solutions first reported a position in SOFI in Q3 2022 and has held it in 11 quarters since. The position peaked at $301K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Main Street Financial Solutions held 10,493 shares of SoFi Technologies worth $275K as of Q4 2025.
Main Street Financial Solutions sold 900 SoFi Technologies shares in Q4 2025, an estimated $25.1K.
SoFi Technologies made up 0.02% of Main Street Financial Solutions's portfolio in Q4 2025, its #446 holding.
Main Street Financial Solutions first reported a position in SoFi Technologies in Q3 2022 and has held it in 11 quarters since.
Main Street Financial Solutions's SoFi Technologies position peaked at $301K in Q3 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.