Red Tortoise LLC’s SoFi Technologies SOFI Stock Holding History

Red Tortoise LLC’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	$5.21K	Hold	328	–	–	﹤0.01%	376
2025 Q4	$8.59K	Hold	328	–	–	﹤0.01%	307
2025 Q3	$8.67K	Hold	328	–	–	﹤0.01%	306
2025 Q2	$5.97K	Hold	328	–	–	﹤0.01%	341
2025 Q1	$3.81K	Hold	328	–	–	﹤0.01%	391
2024 Q4	$5.05K	Hold	328	–	–	﹤0.01%	355
2024 Q3	$2.58K	Hold	328	–	–	﹤0.01%	477
2024 Q2	$2.17K	Hold	328	–	–	﹤0.01%	498
2024 Q1	$2.39K	Hold	328	–	–	﹤0.01%	485
2023 Q4	$3.26K	Hold	328	–	–	﹤0.01%	366
2023 Q3	$2.62K	Hold	328	–	–	﹤0.01%	386
2023 Q2	$2.74K	Hold	328	–	–	﹤0.01%	386
2023 Q1	$1.99K	Hold	328	–	–	﹤0.01%	441
2022 Q4	$1.51K	Buy	+328	New	+$1.63K	﹤0.01%	518

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

Red Tortoise LLC's SOFI Position: Q1 2026 in Review

Red Tortoise LLC held its SoFi Technologies (SOFI) position steady in Q1 2026 at 328 shares worth $5.21K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Red Tortoise LLC first reported a position in SOFI in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.67K in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Red Tortoise LLC held 328 shares of SoFi Technologies worth $5.21K as of Q1 2026.
Red Tortoise LLC left its SoFi Technologies share count unchanged in Q1 2026.
SoFi Technologies made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #376 holding.
Red Tortoise LLC first reported a position in SoFi Technologies in Q4 2022 and has held it in 14 quarters since.
Red Tortoise LLC's SoFi Technologies position peaked at $8.67K in Q3 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.