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Summit Financial’s SoFi Technologies SOFI Stock Holding History

Summit Financial’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 		$9.08M Sell
571,672
-151,884
-21% -$3.2M 0.12% 173
2025
Q4 		$18.9M Buy
723,556
+98,171
+16% +$2.74M 0.28% 68
2025
Q3 		$16.5M Buy
+625,385
New +$14.8M 0.25% 76

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Summit Financial's SOFI Position: Q1 2026 in Review

Summit Financial reduced its SoFi Technologies (SOFI) stake by 21% in Q1 2026, selling an estimated $3.2M and leaving 571,672 shares worth $9.08M. The position accounts for 0.12% of the portfolio, ranked #173.

Summit Financial first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.9M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Summit Financial held 571,672 shares of SoFi Technologies worth $9.08M as of Q1 2026.
  • Summit Financial sold 151,884 SoFi Technologies shares in Q1 2026, an estimated $3.2M.
  • SoFi Technologies made up 0.12% of Summit Financial's portfolio in Q1 2026, its #173 holding.
  • Summit Financial first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's SoFi Technologies position peaked at $18.9M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.