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SBI Securities’s SoFi Technologies SOFI Stock Holding History

SBI Securities’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 		$17.9M Buy
1,129,297
+55,127
+5% +$1.16M 0.49% 39
2025
Q4 		$28.1M Sell
1,074,170
-3,727
-0.3% -$104K 0.72% 24
2025
Q3 		$28.5M Buy
1,077,897
+188,908
+21% +$4.48M 0.73% 24
2025
Q2 		$16.2M Buy
888,989
+422,789
+91% +$5.58M 0.47% 37
2025
Q1 		$5.42M Buy
466,200
+225,755
+94% +$3.25M 0.18% 76
2024
Q4 		$3.7M Buy
+240,445
New +$3.12M 0.11% 111

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

SBI Securities's SOFI Position: Q1 2026 in Review

SBI Securities increased its SoFi Technologies (SOFI) stake by 5.1% in Q1 2026, buying an estimated $1.16M and bringing the position to 1,129,297 shares worth $17.9M. The position accounts for 0.49% of the portfolio, ranked #39.

SBI Securities first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $28.5M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • SBI Securities held 1,129,297 shares of SoFi Technologies worth $17.9M as of Q1 2026.
  • SBI Securities bought 55,127 SoFi Technologies shares in Q1 2026, an estimated $1.16M.
  • SoFi Technologies made up 0.49% of SBI Securities's portfolio in Q1 2026, its #39 holding.
  • SBI Securities first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's SoFi Technologies position peaked at $28.5M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.