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United Capital Management of KS’s SoFi Technologies SOFI Stock Holding History

United Capital Management of KS’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
-15,125
Closed -$396K – 126
2025
Q4 		$396K Buy
+15,125
New +$421K 0.06% 93

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 Capital Management of KS's SOFI Position: Q1 2026 in Review

United Capital Management of KS sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 15,125 shares — an estimated $396K sold.

United Capital Management of KS first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $396K in Q4 2025. 922 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • United Capital Management of KS reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • United Capital Management of KS sold 15,125 SoFi Technologies shares in Q1 2026, an estimated $396K.
  • United Capital Management of KS first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
  • United Capital Management of KS's SoFi Technologies position peaked at $396K in Q4 2025.
  • 922 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

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