TD Capital Management’s SoFi Technologies SOFI Stock Holding History

TD Capital 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	–	Sell	-41	Closed	-$1.07K	–	916
2025 Q4	$1.07K	Hold	41	–	–	﹤0.01%	661
2025 Q3	$1.08K	Hold	41	–	–	﹤0.01%	625
2025 Q2	$747	Hold	41	–	–	﹤0.01%	639
2025 Q1	$477	Buy	+41	New	+$591	﹤0.01%	594

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

TD Capital Management's SOFI Position: Q1 2026 in Review

TD Capital Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 41 shares — an estimated $1.07K sold.

TD Capital Management first reported a position in SOFI in Q1 2025 and held it in 4 quarters. The position peaked at $1.08K in Q3 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

TD Capital Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
TD Capital Management sold 41 SoFi Technologies shares in Q1 2026, an estimated $1.07K.
TD Capital Management first reported a position in SoFi Technologies in Q1 2025 and held it in 4 quarters.
TD Capital Management's SoFi Technologies position peaked at $1.08K in Q3 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.