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Synergy Investment Management’s SoFi Technologies SOFI Stock Holding History

Synergy Investment Management’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 		$7.94K Buy
+500
New +$10.5K ﹤0.01% 523

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

Synergy Investment Management's SOFI Position: Q1 2026 in Review

Synergy Investment Management opened a new position in SoFi Technologies (SOFI) in Q1 2026: 500 shares worth $7.94K. The stake represents ﹤0.01% of the portfolio and ranks #523 among its holdings.

920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Synergy Investment Management held 500 shares of SoFi Technologies worth $7.94K as of Q1 2026.
  • SoFi Technologies was a new Synergy Investment Management position in Q1 2026.
  • SoFi Technologies made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #523 holding.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.