Redwood Wealth Management Group’s SoFi Technologies SOFI Stock Holding History

Redwood Wealth Management Group’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	-8,250	Closed	-$216K	–	189
2025 Q4	$216K	Sell	8,250 -200	-2%	-$5.57K	0.09%	175
2025 Q3	$223K	Buy	+8,450	New	+$201K	0.09%	165
2024 Q3	–	Sell	-13,066	Closed	-$86.4K	–	945
2024 Q2	$86.4K	Buy	+13,066	New	+$92.1K	0.07%	225
2024 Q1	–	Sell	-16,166	Closed	-$161K	–	136
2023 Q4	$161K	Sell	16,166 -1,000	-6%	-$7.95K	0.18%	117
2023 Q3	$137K	Buy	17,166 +1,116	+7%	+$9.81K	0.16%	117
2023 Q2	$134K	Sell	16,050 -300	-2%	-$1.96K	0.15%	125
2023 Q1	$99.2K	Buy	16,350 +2,100	+15%	+$12.7K	0.11%	136
2022 Q4	$65.7K	Buy	+14,250	New	+$70.7K	0.08%	132

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Redwood Wealth Management Group's SOFI Position: Q1 2026 in Review

Redwood Wealth Management Group sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 8,250 shares — an estimated $216K sold.

Redwood Wealth Management Group first reported a position in SOFI in Q4 2022 and held it in 8 quarters. The position peaked at $223K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Redwood Wealth Management Group reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 8,250 SoFi Technologies shares in Q1 2026, an estimated $216K.
Redwood Wealth Management Group first reported a position in SoFi Technologies in Q4 2022 and held it in 8 quarters.
Redwood Wealth Management Group's SoFi Technologies position peaked at $223K in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.