&Partners’s SoFi Technologies SOFI Stock Holding History

&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	$493K	Sell	31,122 -198	-0.6%	-$4.17K	﹤0.01%	1702
2025 Q4	$820K	Buy	31,320 +8,111	+35%	+$226K	﹤0.01%	1329
2025 Q3	$613K	Sell	23,209 -2,589	-10%	-$61.4K	﹤0.01%	1337
2025 Q2	$470K	Buy	25,798 +885	+4%	+$11.7K	﹤0.01%	1391
2025 Q1	$295K	Buy	24,913 +6,200	+33%	+$89.4K	﹤0.01%	1421
2024 Q4	$278K	Buy	18,713 +536	+3%	+$6.96K	﹤0.01%	1379
2024 Q3	$143K	Buy	+18,177	New	+$132K	﹤0.01%	1348

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

&Partners's SOFI Position: Q1 2026 in Review

&Partners reduced its SoFi Technologies (SOFI) stake by 0.63% in Q1 2026, selling an estimated $4.17K and leaving 31,122 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

&Partners first reported a position in SOFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $820K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

&Partners held 31,122 shares of SoFi Technologies worth $493K as of Q1 2026.
&Partners sold 198 SoFi Technologies shares in Q1 2026, an estimated $4.17K.
SoFi Technologies made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1702 holding.
&Partners first reported a position in SoFi Technologies in Q3 2024 and has held it in 7 quarters since.
&Partners's SoFi Technologies position peaked at $820K in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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