Private Advisor Group’s SoFi Technologies SOFI Stock Holding History

Private Advisor Group’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	$23.1K	Buy	58,500 +42,700	+270%	+$900K	﹤0.01%	2618
2025 Q4	$215K	Sell	15,800 -4,200	-21%	-$117K	﹤0.01%	2363
2025 Q3	$274K	Sell	20,000 -10,000	-33%	-$237K	﹤0.01%	2141
2025 Q2	$199K	Sell	30,000 -30,000	-50%	-$396K	﹤0.01%	2238
2025 Q1	$102K	Buy	+60,000	New	+$865K	﹤0.01%	2195
2024 Q4	–	Sell	-18,500	Closed	-$20.9K	–	2483
2024 Q3	$20.9K	Sell	18,500 -41,500	-69%	-$302K	﹤0.01%	2372
2024 Q2	$7.1K	Sell	60,000 -50,000	-45%	-$353K	﹤0.01%	2326
2024 Q1	$14.1K	Sell	110,000 -10,500	-9%	-$83.4K	﹤0.01%	2272
2023 Q4	$77.8K	Buy	120,500 +52,500	+77%	+$417K	﹤0.01%	2138
2023 Q3	$24.3K	Buy	+68,000	New	+$598K	﹤0.01%	2091

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

Private Advisor Group's SOFI Position: Q1 2026 in Review

Private Advisor Group increased its SoFi Technologies (SOFI) stake by 16% in Q1 2026, buying an estimated $1.01M and bringing the position to 340,862 shares worth $5.41M. The position accounts for 0.03% of the portfolio, ranked #615.

Private Advisor Group first reported a position in SOFI in Q2 2021 and has held it in 19 quarters since. The position peaked at $7.67M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Private Advisor Group held 340,862 shares of SoFi Technologies worth $5.41M as of Q1 2026.
Private Advisor Group bought 47,887 SoFi Technologies shares in Q1 2026, an estimated $1.01M.
SoFi Technologies made up 0.03% of Private Advisor Group's portfolio in Q1 2026, its #615 holding.
Private Advisor Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 19 quarters since.
Private Advisor Group's SoFi Technologies position peaked at $7.67M in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.