Mather Group’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.35K Buy
+400
New +$8.43K ﹤0.01% 1534
2024
Q3
Sell
-95
Closed -$694 2138
2024
Q2
$694 Buy
95
+82
+631% +$578 ﹤0.01% 2036
2024
Q1
$129 Buy
+13
New +$103 ﹤0.01% 1731

Other funds holding SOFI

Mather Group's SOFI Position: Q1 2026 in Review

Mather Group opened a new position in SoFi Technologies (SOFI) in Q1 2026: 400 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Mather Group previously reported a position in SOFI as recently as Q2 2024.

Mather Group first reported a position in SOFI in Q1 2024 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Mather Group held 400 shares of SoFi Technologies worth $6.35K as of Q1 2026.
  • SoFi Technologies was a new Mather Group position in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1534 holding.
  • Mather Group first reported a position in SoFi Technologies in Q1 2024 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.