Manchester Capital Management’s SoFi Technologies SOFI Stock Holding History

Manchester 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	$461	Sell	29 -90	-76%	-$1.9K	﹤0.01%	1239
2025 Q4	$3.12K	Buy	119 +98	+467%	+$2.73K	﹤0.01%	949
2025 Q3	$555	Buy	+21	New	+$498	﹤0.01%	1194
2024 Q2	–	Sell	-2,676	Closed	-$19.5K	–	1177
2024 Q1	$19.5K	Hold	2,676	–	–	﹤0.01%	556
2023 Q4	$26.6K	Sell	2,676 -1,508	-36%	-$12K	﹤0.01%	496
2023 Q3	$33.4K	Hold	4,184	–	–	0.01%	470
2023 Q2	$34.9K	Hold	4,184	–	–	﹤0.01%	449
2023 Q1	$25.4K	Buy	4,184 +901	+27%	+$5.46K	﹤0.01%	482
2022 Q4	$15.1K	Buy	3,283 +961	+41%	+$4.77K	﹤0.01%	436
2022 Q3	$11K	Hold	2,322	–	–	﹤0.01%	445
2022 Q2	$12K	Buy	2,322 +723	+45%	+$4.89K	﹤0.01%	463
2022 Q1	$15K	Buy	1,599 +769	+93%	+$8.83K	﹤0.01%	499
2021 Q4	$13K	Buy	+830	New	+$15.2K	﹤0.01%	534
2021 Q1	–	Sell	-32,697	Closed	-$407K	–	770
2020 Q4	$407K	Buy	+32,697	New	+$369K	0.06%	169

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

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

Manchester Capital Management reduced its SoFi Technologies (SOFI) stake by 76% in Q1 2026, selling an estimated $1.9K and leaving 29 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Manchester Capital Management first reported a position in SOFI in Q4 2020 and has held it in 14 quarters since. The position peaked at $407K in Q4 2020. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Manchester Capital Management held 29 shares of SoFi Technologies worth $461 as of Q1 2026.
Manchester Capital Management sold 90 SoFi Technologies shares in Q1 2026, an estimated $1.9K.
SoFi Technologies made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #1239 holding.
Manchester Capital Management first reported a position in SoFi Technologies in Q4 2020 and has held it in 14 quarters since.
Manchester Capital Management's SoFi Technologies position peaked at $407K in Q4 2020.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.