SteelPeak Wealth’s SoFi Technologies SOFI Stock Holding History

SteelPeak Wealth’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	-12,381	Closed	-$324K	–	642
2025 Q4	$324K	Sell	12,381 -11,348	-48%	-$316K	0.01%	418
2025 Q3	$627K	Sell	23,729 -2,749	-10%	-$65.2K	0.02%	359
2025 Q2	$482K	Buy	26,478 +801	+3%	+$10.6K	0.02%	363
2025 Q1	$299K	Sell	25,677 -7,382	-22%	-$106K	0.01%	415
2024 Q4	$509K	Buy	33,059 +13,594	+70%	+$177K	0.02%	337
2024 Q3	$153K	Buy	+19,465	New	+$141K	0.01%	464
2022 Q3	–	Sell	-10,340	Closed	-$54K	–	436
2022 Q2	$54K	Buy	+10,340	New	+$69.9K	﹤0.01%	385

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 $3.38T AUM 44.17% 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

SteelPeak Wealth's SOFI Position: Q1 2026 in Review

SteelPeak Wealth sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 12,381 shares — an estimated $324K sold.

SteelPeak Wealth first reported a position in SOFI in Q2 2022 and held it in 7 quarters. The position peaked at $627K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

SteelPeak Wealth reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
SteelPeak Wealth sold 12,381 SoFi Technologies shares in Q1 2026, an estimated $324K.
SteelPeak Wealth first reported a position in SoFi Technologies in Q2 2022 and held it in 7 quarters.
SteelPeak Wealth's SoFi Technologies position peaked at $627K in Q3 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on SteelPeak Wealth's 13F filing for Q1 2026, filed 5 May 2026.