U.S. Capital Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

U.S. Capital Wealth Advisors’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	$6.05M	Buy	380,821 +367,631	+2,787%	+$7.75M	0.15%	159
2025 Q4	$345K	Buy	13,190 +2,000	+18%	+$55.7K	0.01%	764
2025 Q3	$296K	Sell	11,190 -1,364	-11%	-$32.4K	0.01%	775
2025 Q2	$229K	Sell	12,554 -3,379	-21%	-$44.6K	0.01%	800
2025 Q1	$185K	Buy	15,933 +3,437	+28%	+$49.5K	0.01%	805
2024 Q4	$192K	Buy	+12,496	New	+$162K	0.01%	776
2024 Q3	–	Sell	-15,836	Closed	-$105K	–	725
2024 Q2	$105K	Buy	+15,836	New	+$112K	﹤0.01%	654
2023 Q1	–	Sell	-8,227	Closed	-$37.9K	–	1394
2022 Q4	$37.9K	Buy	+8,227	New	+$40.8K	﹤0.01%	946
2022 Q1	–	Sell	-14,027	Closed	-$222K	–	750
2021 Q4	$222K	Buy	+14,027	New	+$257K	0.01%	669

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

U.S. Capital Wealth Advisors's SOFI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its SoFi Technologies (SOFI) stake by 2,787% in Q1 2026, buying an estimated $7.75M and bringing the position to 380,821 shares worth $6.05M. The position accounts for 0.15% of the portfolio, ranked #159.

U.S. Capital Wealth Advisors first reported a position in SOFI in Q4 2021 and has held it in 9 quarters since. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

U.S. Capital Wealth Advisors held 380,821 shares of SoFi Technologies worth $6.05M as of Q1 2026.
U.S. Capital Wealth Advisors bought 367,631 SoFi Technologies shares in Q1 2026, an estimated $7.75M.
SoFi Technologies made up 0.15% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #159 holding.
U.S. Capital Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and has held it in 9 quarters since.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.