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TD Private Client Wealth’s SoFi Technologies SOFI Stock Holding History

TD Private Client Wealth’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 		$33.7K Buy
2,120
+218
+11% +$4.59K ﹤0.01% 938
2025
Q4 		$49.8K Buy
1,902
+303
+19% +$8.44K ﹤0.01% 876
2025
Q3 		$42.2K Sell
1,599
-963
-38% -$22.9K ﹤0.01% 882
2025
Q2 		$46.7K Buy
2,562
+1,553
+154% +$20.5K ﹤0.01% 856
2025
Q1 		$11.7K Sell
1,009
-943
-48% -$13.6K ﹤0.01% 999
2024
Q4 		$30.1K Buy
1,952
+144
+8% +$1.87K ﹤0.01% 911
2024
Q3 		$14.2K Buy
+1,808
New +$13.1K ﹤0.01% 1015

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

TD Private Client Wealth's SOFI Position: Q1 2026 in Review

TD Private Client Wealth increased its SoFi Technologies (SOFI) stake by 11% in Q1 2026, buying an estimated $4.59K and bringing the position to 2,120 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

TD Private Client Wealth first reported a position in SOFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $49.8K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • TD Private Client Wealth held 2,120 shares of SoFi Technologies worth $33.7K as of Q1 2026.
  • TD Private Client Wealth bought 218 SoFi Technologies shares in Q1 2026, an estimated $4.59K.
  • SoFi Technologies made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #938 holding.
  • TD Private Client Wealth first reported a position in SoFi Technologies in Q3 2024 and has held it in 7 quarters since.
  • TD Private Client Wealth's SoFi Technologies position peaked at $49.8K in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.