Steele Capital Management’s SoFi Technologies SOFI Stock Holding History

Steele Capital 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	-10,750	Closed	-$281K	–	88
2025 Q4	$281K	Hold	10,750	–	–	0.01%	77
2025 Q3	$284K	Buy	+10,750	New	+$255K	0.01%	81
2024 Q3	–	Sell	-11,500	Closed	-$76K	–	144
2024 Q2	$76K	Buy	11,500 +750	+7%	+$5.29K	﹤0.01%	174
2024 Q1	$78.5K	Hold	10,750	–	–	﹤0.01%	176
2023 Q4	$107K	Buy	+10,750	New	+$85.4K	0.01%	164

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Steele Capital Management's SOFI Position: Q1 2026 in Review

Steele Capital Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 10,750 shares — an estimated $281K sold.

Steele Capital Management first reported a position in SOFI in Q4 2023 and held it in 5 quarters. The position peaked at $284K in Q3 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Steele Capital Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Steele Capital Management sold 10,750 SoFi Technologies shares in Q1 2026, an estimated $281K.
Steele Capital Management first reported a position in SoFi Technologies in Q4 2023 and held it in 5 quarters.
Steele Capital Management's SoFi Technologies position peaked at $284K in Q3 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Steele Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.