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Prasad Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Prasad Wealth 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 		– Sell
-11,872
Closed -$311K – 155
2025
Q4 		$311K Hold
11,872
– – 0.08% 103
2025
Q3 		$314K Hold
11,872
– – 0.09% 101
2025
Q2 		$216K Buy
11,872
+60
+0.5% +$791 0.06% 117
2025
Q1 		$137K Hold
11,812
– – 0.04% 115
2024
Q4 		$182K Buy
+11,812
New +$153K 0.06% 112

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BlackRock
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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Prasad Wealth Partners's SOFI Position: Q1 2026 in Review

Prasad Wealth Partners sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 11,872 shares — an estimated $311K sold.

Prasad Wealth Partners first reported a position in SOFI in Q4 2024 and held it in 5 quarters. The position peaked at $314K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Prasad Wealth Partners reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Prasad Wealth Partners sold 11,872 SoFi Technologies shares in Q1 2026, an estimated $311K.
  • Prasad Wealth Partners first reported a position in SoFi Technologies in Q4 2024 and held it in 5 quarters.
  • Prasad Wealth Partners's SoFi Technologies position peaked at $314K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.