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NWAM LLC’s SoFi Technologies SOFI Stock Holding History

NWAM 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 		$976K Buy
61,456
+747
+1% +$15.7K 0.06% 299
2025
Q4 		$1.57M Buy
60,709
+2,279
+4% +$63.5K 0.09% 208
2025
Q3 		$1.67M Sell
58,430
-4,549
-7% -$108K 0.09% 209
2025
Q2 		$1.42M Buy
62,979
+4,321
+7% +$57K 0.08% 221
2025
Q1 		$682K Buy
58,658
+14,023
+31% +$202K 0.06% 263
2024
Q4 		$687K Buy
44,635
+4,531
+11% +$58.9K 0.04% 324
2024
Q3 		$315K Buy
40,104
+7,255
+22% +$52.7K 0.02% 483
2024
Q2 		$217K Sell
32,849
-24,572
-43% -$173K 0.06% 140
2024
Q1 		$405K Buy
57,421
+18,263
+47% +$145K 0.03% 374
2023
Q4 		$390K Buy
39,158
+8,845
+29% +$70.3K 0.03% 383
2023
Q3 		$242K Buy
30,313
+9,245
+44% +$81.3K 0.02% 432
2023
Q2 		$176K Buy
21,068
+7,951
+61% +$51.8K 0.01% 517
2023
Q1 		$79.6K Buy
+13,117
New +$79.5K 0.01% 470

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

NWAM LLC's SOFI Position: Q1 2026 in Review

NWAM LLC increased its SoFi Technologies (SOFI) stake by 1.2% in Q1 2026, buying an estimated $15.7K and bringing the position to 61,456 shares worth $976K. The position accounts for 0.06% of the portfolio, ranked #299.

NWAM LLC first reported a position in SOFI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.67M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • NWAM LLC held 61,456 shares of SoFi Technologies worth $976K as of Q1 2026.
  • NWAM LLC bought 747 SoFi Technologies shares in Q1 2026, an estimated $15.7K.
  • SoFi Technologies made up 0.06% of NWAM LLC's portfolio in Q1 2026, its #299 holding.
  • NWAM LLC first reported a position in SoFi Technologies in Q1 2023 and has held it in 13 quarters since.
  • NWAM LLC's SoFi Technologies position peaked at $1.67M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.