SageView Advisory Group’s SoFi Technologies SOFI Stock Holding History

SageView Advisory 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	-11,784	Closed	-$309K	–	2153
2025 Q4	$309K	Sell	11,784 -1,118	-9%	-$31.2K	0.01%	483
2025 Q3	$341K	Sell	12,902 -474	-4%	-$11.2K	0.01%	478
2025 Q2	$281K	Buy	13,376 +1,890	+16%	+$24.9K	0.01%	513
2025 Q1	$134K	Sell	11,486 -1,401	-11%	-$20.2K	0.01%	586
2024 Q4	$198K	Buy	+12,887	New	+$167K	0.01%	577
2024 Q3	–	Sell	-11,892	Closed	-$78.6K	–	565
2024 Q2	$78.6K	Buy	11,892 +9,795	+467%	+$69.1K	﹤0.01%	554
2024 Q1	$264K	Buy	+2,097	New	+$16.7K	0.01%	444

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

SageView Advisory Group's SOFI Position: Q1 2026 in Review

SageView Advisory Group sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 11,784 shares — an estimated $309K sold.

SageView Advisory Group first reported a position in SOFI in Q1 2024 and held it in 7 quarters. The position peaked at $341K in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

SageView Advisory Group reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 11,784 SoFi Technologies shares in Q1 2026, an estimated $309K.
SageView Advisory Group first reported a position in SoFi Technologies in Q1 2024 and held it in 7 quarters.
SageView Advisory Group's SoFi Technologies position peaked at $341K in Q3 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.