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Mirabella Financial Services’s SoFi Technologies SOFI Stock Holding History

Mirabella Financial 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
-9,534
Closed -$250K – 1155
2025
Q4 		$250K Buy
+9,534
New +$266K 0.02% 528

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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

Mirabella Financial Services's SOFI Position: Q1 2026 in Review

Mirabella Financial Services sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 9,534 shares — an estimated $250K sold.

Mirabella Financial Services first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Mirabella Financial Services reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 9,534 SoFi Technologies shares in Q1 2026, an estimated $250K.
  • Mirabella Financial Services first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
  • Mirabella Financial Services's SoFi Technologies position peaked at $250K in Q4 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.