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Opal Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Opal Wealth 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 		$23.8K Buy
+1,500
New +$31.6K 0.01% 560
2024
Q3 		– Sell
-1,070
Closed -$7.07K – 1014
2024
Q2 		$7.07K Buy
+1,070
New +$7.54K ﹤0.01% 731

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

Opal Wealth Advisors's SOFI Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in SoFi Technologies (SOFI) in Q1 2026: 1,500 shares worth $23.8K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SOFI as recently as Q2 2024.

Opal Wealth Advisors first reported a position in SOFI in Q2 2024 and has held it in 2 quarters since. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Opal Wealth Advisors held 1,500 shares of SoFi Technologies worth $23.8K as of Q1 2026.
  • SoFi Technologies was a new Opal Wealth Advisors position in Q1 2026.
  • SoFi Technologies made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #560 holding.
  • Opal Wealth Advisors first reported a position in SoFi Technologies in Q2 2024 and has held it in 2 quarters since.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.