Pursue Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Pursue 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	-13,020	Closed	-$341K	–	111
2025 Q4	$341K	Buy	+13,020	New	+$363K	0.17%	75
2024 Q3	–	Sell	-64,358	Closed	-$425K	–	120
2024 Q2	$425K	Sell	64,358 -64,357	-50%	-$454K	0.23%	63
2024 Q1	$940K	Buy	+128,715	New	+$1.02M	0.55%	45
2023 Q1	–	Sell	-10,700	Closed	-$49.3K	–	106
2022 Q4	$49.3K	Sell	10,700 -75,900	-88%	-$376K	0.04%	98
2022 Q3	$423K	Buy	+86,600	New	+$548K	0.3%	71

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

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

Pursue Wealth Partners sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 13,020 shares — an estimated $341K sold.

Pursue Wealth Partners first reported a position in SOFI in Q3 2022 and held it in 5 quarters. The position peaked at $940K in Q1 2024. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Pursue Wealth Partners reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Pursue Wealth Partners sold 13,020 SoFi Technologies shares in Q1 2026, an estimated $341K.
Pursue Wealth Partners first reported a position in SoFi Technologies in Q3 2022 and held it in 5 quarters.
Pursue Wealth Partners's SoFi Technologies position peaked at $940K in Q1 2024.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Pursue Wealth Partners's 13F filing for Q1 2026, filed 8 Apr 2026.