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Medallion Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Medallion Wealth Advisors’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 		$5.38K Hold
339
– – ﹤0.01% 858
2025
Q4 		$8.88K Hold
339
– – ﹤0.01% 765
2025
Q3 		$8.96K Hold
339
– – ﹤0.01% 763
2025
Q2 		$5.98K Hold
339
– – ﹤0.01% 807
2025
Q1 		$4.04K Hold
339
– – ﹤0.01% 824
2024
Q4 		$5.22K Buy
+339
New +$4.4K ﹤0.01% 743

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

Medallion Wealth Advisors's SOFI Position: Q1 2026 in Review

Medallion Wealth Advisors held its SoFi Technologies (SOFI) position steady in Q1 2026 at 339 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Medallion Wealth Advisors first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.96K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Medallion Wealth Advisors held 339 shares of SoFi Technologies worth $5.38K as of Q1 2026.
  • Medallion Wealth Advisors left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #858 holding.
  • Medallion Wealth Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's SoFi Technologies position peaked at $8.96K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.