NewEdge Wealth’s SoFi Technologies SOFI Stock Holding History

NewEdge Wealth’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	-12,362	Closed	-$324K	–	1267
2025 Q4	$324K	Buy	12,362 +1,269	+11%	+$35.4K	﹤0.01%	998
2025 Q3	$334K	Buy	+11,093	New	+$263K	﹤0.01%	849
2022 Q2	–	Sell	-47,000	Closed	-$444K	–	577
2022 Q1	$444K	Hold	47,000	–	–	0.02%	317
2021 Q4	$743K	Buy	+47,000	New	+$863K	0.03%	255

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

NewEdge Wealth's SOFI Position: Q1 2026 in Review

NewEdge Wealth sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 12,362 shares — an estimated $324K sold.

NewEdge Wealth first reported a position in SOFI in Q4 2021 and held it in 4 quarters. The position peaked at $743K in Q4 2021. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

NewEdge Wealth reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 12,362 SoFi Technologies shares in Q1 2026, an estimated $324K.
NewEdge Wealth first reported a position in SoFi Technologies in Q4 2021 and held it in 4 quarters.
NewEdge Wealth's SoFi Technologies position peaked at $743K in Q4 2021.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.