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Sigma Planning Corp’s SoFi Technologies SOFI Stock Holding History

Sigma Planning Corp’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 		$1.02M Buy
64,281
+7,474
+13% +$158K 0.03% 560
2025
Q4 		$1.46M Sell
56,807
-5,843
-9% -$163K 0.04% 404
2025
Q3 		$1.66M Buy
62,650
+1,997
+3% +$47.4K 0.05% 369
2025
Q2 		$1.1M Buy
60,653
+15,617
+35% +$206K 0.03% 471
2025
Q1 		$524K Buy
45,036
+1,634
+4% +$23.5K 0.02% 719
2024
Q4 		$668K Buy
43,402
+473
+1% +$6.14K 0.02% 624
2024
Q3 		$337K Sell
42,929
-13,084
-23% -$95.1K 0.01% 911
2024
Q2 		$370K Buy
56,013
+10,012
+22% +$70.6K 0.01% 839
2024
Q1 		$336K Buy
46,001
+32,008
+229% +$254K 0.01% 908
2023
Q4 		$139K Sell
13,993
-13,768
-50% -$109K 0.01% 799
2023
Q3 		$222K Buy
27,761
+4,902
+21% +$43.1K 0.01% 1049
2023
Q2 		$191K Sell
22,859
-2,266
-9% -$14.8K 0.01% 1108
2023
Q1 		$153K Buy
25,125
+650
+3% +$3.94K 0.01% 1208
2022
Q4 		$113K Buy
24,475
+2,613
+12% +$13K ﹤0.01% 1185
2022
Q3 		$107K Buy
21,862
+1,183
+6% +$7.49K ﹤0.01% 1192
2022
Q2 		$109K Sell
20,679
-4,371
-17% -$29.5K ﹤0.01% 1213
2022
Q1 		$237K Buy
25,050
+7,635
+44% +$87.7K 0.01% 1167
2021
Q4 		$275K Buy
17,415
+2,722
+19% +$50K 0.01% 1133
2021
Q3 		$233K Buy
+14,693
New +$230K 0.01% 1185

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

Sigma Planning Corp's SOFI Position: Q1 2026 in Review

Sigma Planning Corp increased its SoFi Technologies (SOFI) stake by 13% in Q1 2026, buying an estimated $158K and bringing the position to 64,281 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #560.

Sigma Planning Corp first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Sigma Planning Corp held 64,281 shares of SoFi Technologies worth $1.02M as of Q1 2026.
  • Sigma Planning Corp bought 7,474 SoFi Technologies shares in Q1 2026, an estimated $158K.
  • SoFi Technologies made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #560 holding.
  • Sigma Planning Corp first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • Sigma Planning Corp's SoFi Technologies position peaked at $1.66M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.