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Regal Partners’s SoFi Technologies SOFI Stock Holding History

Regal Partners’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
-56,917
Closed -$1.49M – 130
2025
Q4 		$1.49M Buy
56,917
+26,910
+90% +$750K 0.09% 61
2025
Q3 		$793K Sell
30,007
-4,506
-13% -$107K 0.06% 58
2025
Q2 		$628K Buy
+34,513
New +$455K 0.05% 41

Other funds holding SOFI

BlackRock
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
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 $2.9T AUM 29.55% 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

Regal Partners's SOFI Position: Q1 2026 in Review

Regal Partners sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 56,917 shares — an estimated $1.49M sold.

Regal Partners first reported a position in SOFI in Q2 2025 and held it in 3 quarters. The position peaked at $1.49M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Regal Partners reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Regal Partners sold 56,917 SoFi Technologies shares in Q1 2026, an estimated $1.49M.
  • Regal Partners first reported a position in SoFi Technologies in Q2 2025 and held it in 3 quarters.
  • Regal Partners's SoFi Technologies position peaked at $1.49M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Regal Partners's 13F filing for Q1 2026, filed 15 May 2026.