Pointe Capital Management’s SoFi Technologies SOFI Stock Holding History

Pointe Capital Management’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	-18,490	Closed	-$484K	–	163
2025 Q4	$484K	Hold	18,490	–	–	0.24%	92
2025 Q3	$489K	Hold	18,490	–	–	0.24%	93
2025 Q2	$337K	Hold	18,490	–	–	0.17%	117
2025 Q1	$215K	Hold	18,490	–	–	0.13%	148
2024 Q4	$285K	Hold	18,490	–	–	0.16%	123
2024 Q3	$145K	Hold	18,490	–	–	0.08%	157
2024 Q2	$122K	Hold	18,490	–	–	0.08%	157
2024 Q1	$135K	Hold	18,490	–	–	0.08%	157
2023 Q4	$184K	Hold	18,490	–	–	0.13%	150
2023 Q3	$148K	Hold	18,490	–	–	0.11%	137
2023 Q2	$154K	Hold	18,490	–	–	0.12%	142
2023 Q1	$112K	Hold	18,490	–	–	0.08%	177
2022 Q4	$852K	Hold	18,490	–	–	0.65%	33
2022 Q3	$90K	Hold	18,490	–	–	0.07%	138
2022 Q2	$97K	Hold	18,490	–	–	0.07%	145
2022 Q1	$175K	Hold	18,490	–	–	0.11%	148
2021 Q4	$292K	Hold	18,490	–	–	0.18%	124
2021 Q3	$294K	Buy	+18,490	New	+$290K	0.2%	116

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Pointe Capital Management's SOFI Position: Q1 2026 in Review

Pointe Capital Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 18,490 shares — an estimated $484K sold.

Pointe Capital Management first reported a position in SOFI in Q3 2021 and held it in 18 quarters. The position peaked at $852K in Q4 2022. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Pointe Capital Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Pointe Capital Management sold 18,490 SoFi Technologies shares in Q1 2026, an estimated $484K.
Pointe Capital Management first reported a position in SoFi Technologies in Q3 2021 and held it in 18 quarters.
Pointe Capital Management's SoFi Technologies position peaked at $852K in Q4 2022.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.