SG Americas Securities’s SoFi Technologies SOFI Stock Holding History

SG Americas 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	$286K	Buy	+680,600	New	+$14.3M	﹤0.01%	2482
2025 Q1	–	Sell	-543,800	Closed	-$6K	–	3746
2024 Q4	$6K	Buy	+543,800	New	+$7.06M	﹤0.01%	3061
2022 Q3	–	Sell	-500,000	Closed	-$4.83M	–	3533
2022 Q2	$4.83M	Buy	+500,000	New	+$3.38M	0.05%	312
2022 Q1	–	Sell	-45,300	Closed	-$75K	–	3396
2021 Q4	$75K	Buy	+45,300	New	+$831K	﹤0.01%	3139
2021 Q3	–	Sell	-85,000	Closed	-$944K	–	3895
2021 Q2	$944K	Buy	85,000 +35,000	+70%	+$649K	﹤0.01%	1597
2021 Q1	$682K	Buy	+50,000	New	+$987K	﹤0.01%	1793

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

SG Americas Securities's SOFI Position: Q1 2026 in Review

SG Americas Securities increased its SoFi Technologies (SOFI) stake by 4.1% in Q1 2026, buying an estimated $775K and bringing the position to 939,147 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #645.

SG Americas Securities first reported a position in SOFI in Q1 2021 and has held it in 20 quarters since. The position peaked at $23.6M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

SG Americas Securities held 939,147 shares of SoFi Technologies worth $14.9M as of Q1 2026.
SG Americas Securities bought 36,755 SoFi Technologies shares in Q1 2026, an estimated $775K.
SoFi Technologies made up 0.02% of SG Americas Securities's portfolio in Q1 2026, its #645 holding.
SG Americas Securities first reported a position in SoFi Technologies in Q1 2021 and has held it in 20 quarters since.
SG Americas Securities's SoFi Technologies position peaked at $23.6M in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.