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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Hold	–	-$40.7K	–	650
2025 Q1	–	Hold	–	–	–	555
2024 Q4	–	Hold	–	–	–	555

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

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. 920 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.
920 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.