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Matrix Trust Company’s SoFi Technologies SOFI Stock Holding History

Matrix Trust Company’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
-814
Closed -$21K – 242
2025
Q4 		$21K Buy
814
+18
+2% +$502 ﹤0.01% 149
2025
Q3 		$21K Sell
796
-190
-19% -$4.51K ﹤0.01% 181
2025
Q2 		$18K Buy
+986
New +$13K ﹤0.01% 212

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

Matrix Trust Company's SOFI Position: Q1 2026 in Review

Matrix Trust Company sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 814 shares — an estimated $21K sold.

Matrix Trust Company first reported a position in SOFI in Q2 2025 and held it in 3 quarters. The position peaked at $21K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Matrix Trust Company reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Matrix Trust Company sold 814 SoFi Technologies shares in Q1 2026, an estimated $21K.
  • Matrix Trust Company first reported a position in SoFi Technologies in Q2 2025 and held it in 3 quarters.
  • Matrix Trust Company's SoFi Technologies position peaked at $21K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Matrix Trust Company's 13F filing for Q1 2026, filed 10 Apr 2026.