Means Investment Company’s SoFi Technologies SOFI Stock Holding History

Means Investment 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	$15.9K	Buy	+1,000	New	+$21.1K	﹤0.01%	210

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Means Investment Company's SOFI Position: Q1 2026 in Review

Means Investment Company reduced its SoFi Technologies (SOFI) stake by 1.4% in Q1 2026, selling an estimated $15.4K and leaving 51,378 shares worth $816K. The position accounts for 0.07% of the portfolio, ranked #100.

Means Investment Company first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Means Investment Company held 51,378 shares of SoFi Technologies worth $816K as of Q1 2026.
Means Investment Company sold 730 SoFi Technologies shares in Q1 2026, an estimated $15.4K.
SoFi Technologies made up 0.07% of Means Investment Company's portfolio in Q1 2026, its #100 holding.
Means Investment Company first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
Means Investment Company's SoFi Technologies position peaked at $1.36M in Q4 2025.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.