SL
SOFI icon

Salomon & Ludwin’s SoFi Technologies SOFI Stock Holding History

Salomon & Ludwin’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 		$12.7K Sell
799
-45
-5% -$949 ﹤0.01% 1398
2025
Q4 		$24.7K Sell
844
-324
-28% -$9.03K ﹤0.01% 736
2025
Q3 		$29.5K Buy
+1,168
New +$27.7K ﹤0.01% 593

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

Salomon & Ludwin's SOFI Position: Q1 2026 in Review

Salomon & Ludwin reduced its SoFi Technologies (SOFI) stake by 5.3% in Q1 2026, selling an estimated $949 and leaving 799 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Salomon & Ludwin first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $29.5K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Salomon & Ludwin held 799 shares of SoFi Technologies worth $12.7K as of Q1 2026.
  • Salomon & Ludwin sold 45 SoFi Technologies shares in Q1 2026, an estimated $949.
  • SoFi Technologies made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1398 holding.
  • Salomon & Ludwin first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's SoFi Technologies position peaked at $29.5K in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.