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Seneschal Advisors’s SoFi Technologies SOFI Stock Holding History

Seneschal 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 		$223 Sell
14
-2
-13% -$42 ﹤0.01% 524
2025
Q4 		$419 Hold
16
– – ﹤0.01% 402
2025
Q3 		$423 Buy
+16
New +$380 ﹤0.01% 404

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

Seneschal Advisors's SOFI Position: Q1 2026 in Review

Seneschal Advisors reduced its SoFi Technologies (SOFI) stake by 13% in Q1 2026, selling an estimated $42 and leaving 14 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Seneschal Advisors first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $423 in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Seneschal Advisors held 14 shares of SoFi Technologies worth $223 as of Q1 2026.
  • Seneschal Advisors sold 2 SoFi Technologies shares in Q1 2026, an estimated $42.
  • SoFi Technologies made up ﹤0.01% of Seneschal Advisors's portfolio in Q1 2026, its #524 holding.
  • Seneschal Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Seneschal Advisors's SoFi Technologies position peaked at $423 in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.