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Rooted Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Rooted Wealth 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
2026
Q1 		– Sell
-11,615
Closed -$241K – 147
2025
Q4 		$241K Buy
11,615
+1,132
+11% +$31.5K 0.07% 126
2025
Q3 		$265K Buy
+10,483
New +$249K 0.08% 110

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Rooted Wealth Advisors's SOFI Position: Q1 2026 in Review

Rooted Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 11,615 shares — an estimated $241K sold.

Rooted Wealth Advisors first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $265K in Q3 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Rooted Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Rooted Wealth Advisors sold 11,615 SoFi Technologies shares in Q1 2026, an estimated $241K.
  • Rooted Wealth Advisors first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • Rooted Wealth Advisors's SoFi Technologies position peaked at $265K in Q3 2025.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Rooted Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.