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Regal Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Regal 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
2023
Q1 		– Sell
-17,600
Closed -$81.1K – 552
2022
Q4 		$81.1K Buy
+17,600
New +$87.3K 0.01% 476
2022
Q3 		– Hold
0
– – – 460
2022
Q2 		– Sell
-17,600
Closed -$119K – 480
2022
Q1 		$166K Buy
+17,600
New +$202K 0.02% 513

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Regal Investment Advisors's SOFI Position: Q1 2025 in Review

Regal Investment Advisors sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 16,548 shares — an estimated $255K sold.

Regal Investment Advisors first reported a position in SOFI in Q1 2022 and held it in 11 quarters. The position peaked at $988K in Q1 2023. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Regal Investment Advisors reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Regal Investment Advisors sold 16,548 SoFi Technologies shares in Q1 2025, an estimated $255K.
  • Regal Investment Advisors first reported a position in SoFi Technologies in Q1 2022 and held it in 11 quarters.
  • Regal Investment Advisors's SoFi Technologies position peaked at $988K in Q1 2023.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Regal Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.