Stegent Equity Advisors’s SoFi Technologies SOFI Stock Holding History

Stegent Equity Advisors’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	-11,589	Closed	-$303K	–	120
2025 Q4	$303K	Buy	+11,589	New	+$323K	0.24%	99

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

Stegent Equity Advisors's SOFI Position: Q1 2026 in Review

Stegent Equity Advisors sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 11,589 shares — an estimated $303K sold.

Stegent Equity Advisors first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $303K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Stegent Equity Advisors reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Stegent Equity Advisors sold 11,589 SoFi Technologies shares in Q1 2026, an estimated $303K.
Stegent Equity Advisors first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
Stegent Equity Advisors's SoFi Technologies position peaked at $303K in Q4 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.