Phoenix Financial’s SoFi Technologies SOFI Stock Holding History

Phoenix Financial’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	$192K	Buy	+12,115	New	+$255K	﹤0.01%	469
2025 Q4	–	Sell	-12,841	Closed	-$339K	–	497
2025 Q3	$339K	Buy	+12,841	New	+$305K	﹤0.01%	360
2023 Q2	–	Sell	-660,491	Closed	-$4.01M	–	360
2023 Q1	$4.01M	Sell	660,491 -807,509	-55%	-$4.9M	0.09%	104
2022 Q4	$6.77M	Hold	1,468,000	–	–	0.13%	80
2022 Q3	$7.11M	Hold	1,468,000	–	–	0.16%	83
2022 Q2	$7.74M	Hold	1,468,000	–	–	0.16%	90
2022 Q1	$13.9M	Buy	1,468,000 +172,000	+13%	+$1.98M	0.23%	88
2021 Q4	$20.5M	Sell	1,296,000 -161,000	-11%	-$2.95M	0.34%	75
2021 Q3	$23.1M	Sell	1,457,000 -43,000	-3%	-$674K	0.4%	79
2021 Q2	$28.8M	Buy	+1,500,000	New	+$27.8M	0.55%	72

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

Phoenix Financial's SOFI Position: Q1 2026 in Review

Phoenix Financial opened a new position in SoFi Technologies (SOFI) in Q1 2026: 12,115 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in SOFI as recently as Q3 2025.

Phoenix Financial first reported a position in SOFI in Q2 2021 and has held it in 10 quarters since. The position peaked at $28.8M in Q2 2021. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Phoenix Financial held 12,115 shares of SoFi Technologies worth $192K as of Q1 2026.
SoFi Technologies was a new Phoenix Financial position in Q1 2026.
SoFi Technologies made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #469 holding.
Phoenix Financial first reported a position in SoFi Technologies in Q2 2021 and has held it in 10 quarters since.
Phoenix Financial's SoFi Technologies position peaked at $28.8M in Q2 2021.
922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.