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Smith Salley Wealth Management’s SoFi Technologies SOFI Stock Holding History

Smith Salley 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 		– Sell
-8,000
Closed -$209K – 274
2025
Q4 		$209K Hold
8,000
– – 0.01% 256
2025
Q3 		$211K Buy
+8,000
New +$190K 0.01% 257

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Smith Salley Wealth Management's SOFI Position: Q1 2026 in Review

Smith Salley Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 8,000 shares — an estimated $209K sold.

Smith Salley Wealth Management first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $211K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Smith Salley Wealth Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Smith Salley Wealth Management sold 8,000 SoFi Technologies shares in Q1 2026, an estimated $209K.
  • Smith Salley Wealth Management first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
  • Smith Salley Wealth Management's SoFi Technologies position peaked at $211K in Q3 2025.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.