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OneDigital Investment Advisors’s SoFi Technologies SOFI Stock Holding History

OneDigital Investment 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 		$393K Sell
24,776
-17,651
-42% -$372K ﹤0.01% 1052
2025
Q4 		$1.11M Sell
42,427
-1,129
-3% -$31.5K 0.01% 638
2025
Q3 		$1.15M Buy
43,556
+11,144
+34% +$264K 0.01% 608
2025
Q2 		$590K Buy
32,412
+2,441
+8% +$32.2K 0.01% 840
2025
Q1 		$349K Buy
29,971
+5,292
+21% +$76.3K ﹤0.01% 1013
2024
Q4 		$380K Buy
24,679
+181
+0.7% +$2.35K ﹤0.01% 1008
2024
Q3 		$193K Buy
24,498
+5,650
+30% +$41.1K ﹤0.01% 1369
2024
Q2 		$125K Buy
18,848
+1,450
+8% +$10.2K ﹤0.01% 1317
2024
Q1 		$127K Sell
17,398
-1,016
-6% -$8.07K ﹤0.01% 1052
2023
Q4 		$183K Sell
18,414
-21,470
-54% -$171K ﹤0.01% 1064
2023
Q3 		$319K Sell
39,884
-258
-0.6% -$2.27K 0.01% 792
2023
Q2 		$335K Buy
40,142
+630
+2% +$4.11K 0.01% 783
2023
Q1 		$240K Sell
39,512
-1,884
-5% -$11.4K 0.01% 846
2022
Q4 		$191K Sell
41,396
-3,874
-9% -$19.2K 0.01% 778
2022
Q3 		$221K Buy
45,270
+5,605
+14% +$35.5K 0.01% 684
2022
Q2 		$209K Buy
39,665
+3,081
+8% +$20.8K 0.01% 650
2022
Q1 		$345K Buy
36,584
+3,937
+12% +$45.2K 0.01% 561
2021
Q4 		$516K Buy
32,647
+1,994
+7% +$36.6K 0.02% 439
2021
Q3 		$487K Buy
30,653
+16,503
+117% +$259K 0.02% 423
2021
Q2 		$271K Buy
14,150
+2,000
+16% +$37.1K 0.01% 582
2021
Q1 		$208K Buy
+12,150
New +$240K 0.01% 609

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

OneDigital Investment Advisors's SOFI Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its SoFi Technologies (SOFI) stake by 42% in Q1 2026, selling an estimated $372K and leaving 24,776 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

OneDigital Investment Advisors first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • OneDigital Investment Advisors held 24,776 shares of SoFi Technologies worth $393K as of Q1 2026.
  • OneDigital Investment Advisors sold 17,651 SoFi Technologies shares in Q1 2026, an estimated $372K.
  • SoFi Technologies made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1052 holding.
  • OneDigital Investment Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • OneDigital Investment Advisors's SoFi Technologies position peaked at $1.15M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.