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McCarter Private Wealth Services’s SoFi Technologies SOFI Stock Holding History

McCarter Private Wealth Services’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
-12,276
Closed -$321K – 176
2025
Q4 		$321K Buy
12,276
+1,613
+15% +$44.9K 0.14% 124
2025
Q3 		$282K Buy
+10,663
New +$253K 0.14% 109

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

McCarter Private Wealth Services's SOFI Position: Q1 2026 in Review

McCarter Private Wealth Services sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 12,276 shares — an estimated $321K sold.

McCarter Private Wealth Services first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • McCarter Private Wealth Services reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 12,276 SoFi Technologies shares in Q1 2026, an estimated $321K.
  • McCarter Private Wealth Services first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • McCarter Private Wealth Services's SoFi Technologies position peaked at $321K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.