Murphy & Mullick Capital Management’s SoFi Technologies SOFI Stock Holding History

Murphy & Mullick Capital 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	$25K	Buy	1,575 +75	+5%	+$1.58K	0.02%	374
2025 Q4	$39.3K	Hold	1,500	–	–	0.03%	326
2025 Q3	$43.5K	Buy	1,500 +1,200	+400%	+$28.5K	0.03%	300
2025 Q2	$5.46K	Hold	300	–	–	﹤0.01%	510
2025 Q1	$3.49K	Hold	300	–	–	﹤0.01%	534
2024 Q4	$4.62K	Buy	+300	New	+$3.9K	﹤0.01%	508

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

Murphy & Mullick Capital Management's SOFI Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its SoFi Technologies (SOFI) stake by 5% in Q1 2026, buying an estimated $1.58K and bringing the position to 1,575 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #374.

Murphy & Mullick Capital Management first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.5K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Murphy & Mullick Capital Management held 1,575 shares of SoFi Technologies worth $25K as of Q1 2026.
Murphy & Mullick Capital Management bought 75 SoFi Technologies shares in Q1 2026, an estimated $1.58K.
SoFi Technologies made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #374 holding.
Murphy & Mullick Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's SoFi Technologies position peaked at $43.5K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.