RFP
SOFI icon

Root Financial Partners’s SoFi Technologies SOFI Stock Holding History

Root Financial 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 		$196K Sell
12,353
-2,380
-16% -$50.2K 0.01% 335
2025
Q4 		$386K Buy
14,733
+10,965
+291% +$306K 0.02% 196
2025
Q3 		$99.6K Buy
+3,768
New +$89.4K 0.01% 454

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

Root Financial Partners's SOFI Position: Q1 2026 in Review

Root Financial Partners reduced its SoFi Technologies (SOFI) stake by 16% in Q1 2026, selling an estimated $50.2K and leaving 12,353 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #335.

Root Financial Partners first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $386K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Root Financial Partners held 12,353 shares of SoFi Technologies worth $196K as of Q1 2026.
  • Root Financial Partners sold 2,380 SoFi Technologies shares in Q1 2026, an estimated $50.2K.
  • SoFi Technologies made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #335 holding.
  • Root Financial Partners first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's SoFi Technologies position peaked at $386K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.