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Quadcap Wealth Management’s SoFi Technologies SOFI Stock Holding History

Quadcap Wealth 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
-8,153
Closed -$213K – 420
2025
Q4 		$213K Sell
8,153
-14
-0.2% -$390 0.02% 367
2025
Q3 		$216K Buy
+8,167
New +$194K 0.03% 375
2025
Q2 		– Sell
-10,321
Closed -$120K – 414
2025
Q1 		$120K Sell
10,321
-16
-0.2% -$231 0.02% 361
2024
Q4 		$159K Sell
10,337
-1,261
-11% -$16.4K 0.02% 363
2024
Q3 		$91.2K Hold
11,598
– – 0.01% 372
2024
Q2 		$76.7K Buy
11,598
+912
+9% +$6.43K 0.01% 374
2024
Q1 		$78K Buy
10,686
+570
+6% +$4.53K 0.02% 320
2023
Q4 		$101K Buy
+10,116
New +$80.4K 0.03% 324

Other funds holding SOFI

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

Quadcap Wealth Management's SOFI Position: Q1 2026 in Review

Quadcap Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 8,153 shares — an estimated $213K sold.

Quadcap Wealth Management first reported a position in SOFI in Q4 2023 and held it in 8 quarters. The position peaked at $216K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Quadcap Wealth Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Quadcap Wealth Management sold 8,153 SoFi Technologies shares in Q1 2026, an estimated $213K.
  • Quadcap Wealth Management first reported a position in SoFi Technologies in Q4 2023 and held it in 8 quarters.
  • Quadcap Wealth Management's SoFi Technologies position peaked at $216K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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