StoneX Group’s SoFi Technologies SOFI Stock Holding History

StoneX Group’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	$289K	Buy	+18,209	New	+$384K	0.02%	589
2025 Q4	–	Sell	-27,188	Closed	-$718K	–	1181
2025 Q3	$718K	Buy	27,188 +14,650	+117%	+$348K	0.03%	440
2025 Q2	$223K	Buy	+12,538	New	+$165K	0.01%	745
2024 Q3	–	Sell	-20,638	Closed	-$136K	–	466
2024 Q2	$136K	Buy	20,638 +9,754	+90%	+$68.8K	0.06%	311
2024 Q1	$79.5K	Buy	+10,884	New	+$86.4K	0.04%	299
2023 Q4	–	Sell	-18,569	Closed	-$148K	–	441
2023 Q3	$148K	Buy	+18,569	New	+$163K	0.08%	306
2023 Q2	–	Sell	-10,304	Closed	-$62.5K	–	458
2023 Q1	$62.5K	Buy	+10,304	New	+$62.5K	0.04%	321

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

StoneX Group's SOFI Position: Q1 2026 in Review

StoneX Group opened a new position in SoFi Technologies (SOFI) in Q1 2026: 18,209 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #589 among its holdings. This is a return to the name: StoneX Group previously reported a position in SOFI as recently as Q3 2025.

StoneX Group first reported a position in SOFI in Q1 2023 and has held it in 7 quarters since. The position peaked at $718K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

StoneX Group held 18,209 shares of SoFi Technologies worth $289K as of Q1 2026.
SoFi Technologies was a new StoneX Group position in Q1 2026.
SoFi Technologies made up 0.02% of StoneX Group's portfolio in Q1 2026, its #589 holding.
StoneX Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 7 quarters since.
StoneX Group's SoFi Technologies position peaked at $718K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.