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SHP Wealth Management’s SoFi Technologies SOFI Stock Holding History

SHP Wealth Management’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 		$16.1K Sell
1,016
-350
-26% -$7.38K ﹤0.01% 781
2025
Q4 		$35.8K Buy
+1,366
New +$38.1K ﹤0.01% 551

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's SOFI Position: Q1 2026 in Review

SHP Wealth Management reduced its SoFi Technologies (SOFI) stake by 26% in Q1 2026, selling an estimated $7.38K and leaving 1,016 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

SHP Wealth Management first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $35.8K in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • SHP Wealth Management held 1,016 shares of SoFi Technologies worth $16.1K as of Q1 2026.
  • SHP Wealth Management sold 350 SoFi Technologies shares in Q1 2026, an estimated $7.38K.
  • SoFi Technologies made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #781 holding.
  • SHP Wealth Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's SoFi Technologies position peaked at $35.8K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.