Petros Family Wealth’s SoFi Technologies SOFI Stock Holding History

Petros Family Wealth’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	–	Sell	-13,757	Closed	-$360K	–	153
2025 Q4	$360K	Buy	+13,757	New	+$383K	0.24%	96

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Petros Family Wealth's SOFI Position: Q1 2026 in Review

Petros Family Wealth sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 13,757 shares — an estimated $360K sold.

Petros Family Wealth first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $360K in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Petros Family Wealth reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Petros Family Wealth sold 13,757 SoFi Technologies shares in Q1 2026, an estimated $360K.
Petros Family Wealth first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
Petros Family Wealth's SoFi Technologies position peaked at $360K in Q4 2025.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Petros Family Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.