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Mutual Advisors’s SoFi Technologies SOFI Stock Holding History

Mutual 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 		$981K Sell
61,802
-44,628
-42% -$941K 0.02% 605
2025
Q4 		$2.79M Sell
106,430
-3,878
-4% -$108K 0.06% 290
2025
Q3 		$3.1M Buy
110,308
+96,594
+704% +$2.29M 0.07% 271
2025
Q2 		$291K Buy
13,714
+2,689
+24% +$35.5K 0.01% 980
2025
Q1 		$142K Buy
+11,025
New +$159K ﹤0.01% 1056

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

Mutual Advisors's SOFI Position: Q1 2026 in Review

Mutual Advisors reduced its SoFi Technologies (SOFI) stake by 42% in Q1 2026, selling an estimated $941K and leaving 61,802 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #605.

Mutual Advisors first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.1M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Mutual Advisors held 61,802 shares of SoFi Technologies worth $981K as of Q1 2026.
  • Mutual Advisors sold 44,628 SoFi Technologies shares in Q1 2026, an estimated $941K.
  • SoFi Technologies made up 0.02% of Mutual Advisors's portfolio in Q1 2026, its #605 holding.
  • Mutual Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
  • Mutual Advisors's SoFi Technologies position peaked at $3.1M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.