NorthRock Partners’s SoFi Technologies SOFI Stock Holding History

NorthRock Partners’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	$364K	Sell	22,949 -14,549	-39%	-$307K	0.01%	474
2025 Q4	$982K	Buy	37,498 +3,793	+11%	+$106K	0.02%	279
2025 Q3	$890K	Buy	33,705 +16,331	+94%	+$388K	0.02%	372
2025 Q2	$316K	Buy	17,374 +2,601	+18%	+$34.3K	0.01%	518
2025 Q1	$172K	Buy	+14,773	New	+$213K	0.01%	584
2024 Q3	–	Sell	-11,258	Closed	-$74.4K	–	867
2024 Q2	$74.4K	Sell	11,258 -987	-8%	-$6.96K	﹤0.01%	640
2024 Q1	$89.4K	Buy	+12,245	New	+$97.3K	﹤0.01%	632

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

NorthRock Partners's SOFI Position: Q1 2026 in Review

NorthRock Partners reduced its SoFi Technologies (SOFI) stake by 39% in Q1 2026, selling an estimated $307K and leaving 22,949 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #474.

NorthRock Partners first reported a position in SOFI in Q1 2024 and has held it in 7 quarters since. The position peaked at $982K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

NorthRock Partners held 22,949 shares of SoFi Technologies worth $364K as of Q1 2026.
NorthRock Partners sold 14,549 SoFi Technologies shares in Q1 2026, an estimated $307K.
SoFi Technologies made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #474 holding.
NorthRock Partners first reported a position in SoFi Technologies in Q1 2024 and has held it in 7 quarters since.
NorthRock Partners's SoFi Technologies position peaked at $982K in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.