Navalign LLC’s SoFi Technologies SOFI Stock Holding History

Navalign LLC’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	-2	Closed	-$52	–	418
2025 Q4	$52	Buy	+2	New	+$56	﹤0.01%	494

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Navalign LLC's SOFI Position: Q1 2026 in Review

Navalign LLC sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 2 shares — an estimated $52 sold.

Navalign LLC first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $52 in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Navalign LLC reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 2 SoFi Technologies shares in Q1 2026, an estimated $52.
Navalign LLC first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
Navalign LLC's SoFi Technologies position peaked at $52 in Q4 2025.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.