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
2026 Q1	–	Sell	-10,493	Closed	-$275K	–	619
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Main Street Financial Solutions's SOFI Position: Q1 2026 in Review

Main Street Financial Solutions sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 10,493 shares — an estimated $275K sold.

Main Street Financial Solutions first reported a position in SOFI in Q3 2022 and held it in 11 quarters. The position peaked at $301K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Main Street Financial Solutions reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Main Street Financial Solutions sold 10,493 SoFi Technologies shares in Q1 2026, an estimated $275K.
Main Street Financial Solutions first reported a position in SoFi Technologies in Q3 2022 and held it in 11 quarters.
Main Street Financial Solutions's SoFi Technologies position peaked at $301K in Q3 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.