Scotia Capital’s SoFi Technologies SOFI Stock Holding History

Scotia Capital’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	-14,550	Closed	-$381K	–	976
2025 Q4	$381K	Sell	14,550 -1,791	-11%	-$49.9K	﹤0.01%	697
2025 Q3	$432K	Buy	+16,341	New	+$388K	﹤0.01%	688

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Scotia Capital's SOFI Position: Q1 2026 in Review

Scotia Capital sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 14,550 shares — an estimated $381K sold.

Scotia Capital first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $432K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Scotia Capital reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Scotia Capital sold 14,550 SoFi Technologies shares in Q1 2026, an estimated $381K.
Scotia Capital first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
Scotia Capital's SoFi Technologies position peaked at $432K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.