Moneta Group Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Moneta Group Investment 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	$167K	Buy	+10,546	New	+$222K	﹤0.01%	777
2024 Q4	–	Sell	-12,348	Closed	-$97.1K	–	693
2024 Q3	$97.1K	Buy	+12,348	New	+$89.8K	﹤0.01%	634
2024 Q2	–	Sell	-10,652	Closed	-$77.8K	–	628
2024 Q1	$77.8K	Sell	10,652 -640	-6%	-$5.08K	﹤0.01%	589
2023 Q4	$112K	Buy	11,292 +84	+0.7%	+$668	﹤0.01%	541
2023 Q3	$89.6K	Sell	11,208 -96	-0.8%	-$844	﹤0.01%	506
2023 Q2	$94.3K	Buy	11,304 +910	+9%	+$5.93K	﹤0.01%	527
2023 Q1	$63.1K	Buy	10,394 +2,244	+28%	+$13.6K	﹤0.01%	522
2022 Q4	$56.5K	Buy	+8,150	New	+$40.4K	﹤0.01%	447

Other funds holding SOFI

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 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 $2.9T AUM 29.55% 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

Moneta Group Investment Advisors's SOFI Position: Q1 2026 in Review

Moneta Group Investment Advisors opened a new position in SoFi Technologies (SOFI) in Q1 2026: 10,546 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in SOFI as recently as Q3 2024.

Moneta Group Investment Advisors first reported a position in SOFI in Q4 2022 and has held it in 8 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Moneta Group Investment Advisors held 10,546 shares of SoFi Technologies worth $167K as of Q1 2026.
SoFi Technologies was a new Moneta Group Investment Advisors position in Q1 2026.
SoFi Technologies made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #777 holding.
Moneta Group Investment Advisors first reported a position in SoFi Technologies in Q4 2022 and has held it in 8 quarters since.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.