Stansberry Asset Management’s SoFi Technologies SOFI Stock Holding History

Stansberry Asset 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	$888K	Buy	55,898 +5,207	+10%	+$110K	0.09%	109
2025 Q4	$1.33M	Sell	50,691 -2,715	-5%	-$75.7K	0.13%	99
2025 Q3	$1.41M	Buy	+53,406	New	+$1.27M	0.15%	90
2023 Q1	–	Sell	-82,036	Closed	-$378K	–	107
2022 Q4	$378K	Buy	82,036 +2,531	+3%	+$12.6K	0.08%	92
2022 Q3	$388K	Sell	79,505 -519	-0.6%	-$3.28K	0.08%	93
2022 Q2	$422K	Sell	80,024 -38,417	-32%	-$260K	0.09%	94
2022 Q1	$1.12M	Buy	118,441 +7,160	+6%	+$82.2K	0.18%	73
2021 Q4	$1.76M	Buy	111,281 +65,627	+144%	+$1.2M	0.28%	51
2021 Q3	$725K	Buy	+45,654	New	+$716K	0.15%	54

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

Stansberry Asset Management's SOFI Position: Q1 2026 in Review

Stansberry Asset Management increased its SoFi Technologies (SOFI) stake by 10% in Q1 2026, buying an estimated $110K and bringing the position to 55,898 shares worth $888K. The position accounts for 0.09% of the portfolio, ranked #109.

Stansberry Asset Management first reported a position in SOFI in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.76M in Q4 2021. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Stansberry Asset Management held 55,898 shares of SoFi Technologies worth $888K as of Q1 2026.
Stansberry Asset Management bought 5,207 SoFi Technologies shares in Q1 2026, an estimated $110K.
SoFi Technologies made up 0.09% of Stansberry Asset Management's portfolio in Q1 2026, its #109 holding.
Stansberry Asset Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 9 quarters since.
Stansberry Asset Management's SoFi Technologies position peaked at $1.76M in Q4 2021.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Stansberry Asset Management's 13F filing for Q1 2026, filed 15 May 2026.