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United Advisor Group’s SoFi Technologies SOFI Stock Holding History

United Advisor Group’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 		$161K Buy
+10,136
New +$214K 0.02% 492

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

United Advisor Group's SOFI Position: Q1 2026 in Review

United Advisor Group opened a new position in SoFi Technologies (SOFI) in Q1 2026: 10,136 shares worth $161K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings.

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

  • United Advisor Group held 10,136 shares of SoFi Technologies worth $161K as of Q1 2026.
  • SoFi Technologies was a new United Advisor Group position in Q1 2026.
  • SoFi Technologies made up 0.02% of United Advisor Group's portfolio in Q1 2026, its #492 holding.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.