Raymond James Financial
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Raymond James Financial’s SoFi Technologies SOFI Stock Holding History

Raymond James Financial’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
2025
Q4 		– Sell
-1,100
Closed -$30.8K – 5324
2025
Q3 		$30.8K Sell
1,100
-4,000
-78% -$94.9K ﹤0.01% 4872
2025
Q2 		$57.6K Buy
+5,100
New +$67.3K ﹤0.01% 5134

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Raymond James Financial's SOFI Position: Q1 2026 in Review

Raymond James Financial reduced its SoFi Technologies (SOFI) stake by 42% in Q1 2026, selling an estimated $11.9M and leaving 765,100 shares worth $12.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Raymond James Financial first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.4M in Q3 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Raymond James Financial held 765,100 shares of SoFi Technologies worth $12.1M as of Q1 2026.
  • Raymond James Financial sold 564,791 SoFi Technologies shares in Q1 2026, an estimated $11.9M.
  • SoFi Technologies made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1854 holding.
  • Raymond James Financial first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's SoFi Technologies position peaked at $35.4M in Q3 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.