V-Square Quantitative Management
SOFI icon

V-Square Quantitative Management’s SoFi Technologies SOFI Stock Holding History

V-Square Quantitative Management’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
Q3 		– Sell
-1,145
Closed -$20.5K – 754
2026
Q2 		$20.5K Sell
1,145
-308
-21% -$5.22K ﹤0.01% 718
2026
Q1 		$23.1K Sell
1,453
-899
-38% -$19K ﹤0.01% 690
2025
Q4 		$61.6K Buy
+2,352
New +$65.5K 0.01% 565

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

V-Square Quantitative Management's SOFI Position: Q3 2026 in Review

V-Square Quantitative Management sold out of SoFi Technologies (SOFI) in Q3 2026, closing a stake of 1,145 shares — an estimated $20.5K sold.

V-Square Quantitative Management first reported a position in SOFI in Q4 2025 and held it in 3 quarters. The position peaked at $61.6K in Q4 2025. 158 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • V-Square Quantitative Management reported no remaining SoFi Technologies position as of Q3 2026 after selling out during the quarter.
  • V-Square Quantitative Management sold 1,145 SoFi Technologies shares in Q3 2026, an estimated $20.5K.
  • V-Square Quantitative Management first reported a position in SoFi Technologies in Q4 2025 and held it in 3 quarters.
  • V-Square Quantitative Management's SoFi Technologies position peaked at $61.6K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.