Realta Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Realta Investment Advisors’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	-29,292	Closed	-$767K	–	398
2025 Q4	$767K	Buy	+29,292	New	+$816K	0.25%	88
2022 Q4	–	Sell	-11,300	Closed	-$55K	–	879
2022 Q3	$55K	Sell	11,300 -2,515	-18%	-$15.9K	0.01%	524
2022 Q2	$75K	Buy	+13,815	New	+$93.4K	0.02%	383
2022 Q1	–	Sell	-13,265	Closed	-$210K	–	458
2021 Q4	$210K	Buy	13,265 +381	+3%	+$6.99K	0.05%	389
2021 Q3	$205K	Buy	+12,884	New	+$202K	0.05%	385

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 $3.38T AUM 44.17% 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

Realta Investment Advisors's SOFI Position: Q1 2026 in Review

Realta Investment Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 29,292 shares — an estimated $767K sold.

Realta Investment Advisors first reported a position in SOFI in Q3 2021 and held it in 5 quarters. The position peaked at $767K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Realta Investment Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Realta Investment Advisors sold 29,292 SoFi Technologies shares in Q1 2026, an estimated $767K.
Realta Investment Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 5 quarters.
Realta Investment Advisors's SoFi Technologies position peaked at $767K in Q4 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.