True Vision MN’s SoFi Technologies SOFI Stock Holding History

True Vision MN’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	-12,136	Closed	-$318K	–	121
2025 Q4	$318K	Buy	12,136 +729	+6%	+$20.3K	0.16%	93
2025 Q3	$301K	Buy	+11,407	New	+$271K	0.16%	91

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

True Vision MN's SOFI Position: Q1 2026 in Review

True Vision MN sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 12,136 shares — an estimated $318K sold.

True Vision MN first reported a position in SOFI in Q3 2025 and held it in 2 quarters. The position peaked at $318K in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

True Vision MN reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
True Vision MN sold 12,136 SoFi Technologies shares in Q1 2026, an estimated $318K.
True Vision MN first reported a position in SoFi Technologies in Q3 2025 and held it in 2 quarters.
True Vision MN's SoFi Technologies position peaked at $318K in Q4 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on True Vision MN's 13F filing for Q1 2026, filed 16 Apr 2026.