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Meridian Wealth Management’s SoFi Technologies SOFI Stock Holding History

Meridian Wealth Management’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 		$271K Sell
17,048
-115,036
-87% -$2.42M 0.01% 664
2025
Q4 		$3.46M Buy
132,084
+33,817
+34% +$942K 0.12% 154
2025
Q3 		$2.6M Buy
+98,267
New +$2.33M 0.1% 183

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

Meridian Wealth Management's SOFI Position: Q1 2026 in Review

Meridian Wealth Management reduced its SoFi Technologies (SOFI) stake by 87% in Q1 2026, selling an estimated $2.42M and leaving 17,048 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #664.

Meridian Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.46M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Meridian Wealth Management held 17,048 shares of SoFi Technologies worth $271K as of Q1 2026.
  • Meridian Wealth Management sold 115,036 SoFi Technologies shares in Q1 2026, an estimated $2.42M.
  • SoFi Technologies made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #664 holding.
  • Meridian Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Meridian Wealth Management's SoFi Technologies position peaked at $3.46M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.