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Valley National Advisers’s SoFi Technologies SOFI Stock Holding History

Valley National Advisers’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
-43
Closed -$1K – 935
2025
Q4 		$1K Buy
+43
New +$1.2K ﹤0.01% 889
2024
Q3 		– Sell
-2,026
Closed -$13K – 1091
2024
Q2 		$13K Sell
2,026
-1,355
-40% -$9.55K ﹤0.01% 582
2024
Q1 		$24K Buy
3,381
+2,973
+729% +$23.6K ﹤0.01% 498
2023
Q4 		$4K Buy
408
+213
+109% +$1.69K ﹤0.01% 844
2023
Q3 		$2K Buy
+195
New +$1.72K ﹤0.01% 853
2023
Q2 		– Sell
-100
Closed -$1K – 997
2023
Q1 		$1K Buy
+100
New +$606 ﹤0.01% 850

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Valley National Advisers's SOFI Position: Q1 2026 in Review

Valley National Advisers sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 43 shares — an estimated $1K sold.

Valley National Advisers first reported a position in SOFI in Q1 2023 and held it in 6 quarters. The position peaked at $24K in Q1 2024. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Valley National Advisers reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
  • Valley National Advisers sold 43 SoFi Technologies shares in Q1 2026, an estimated $1K.
  • Valley National Advisers first reported a position in SoFi Technologies in Q1 2023 and held it in 6 quarters.
  • Valley National Advisers's SoFi Technologies position peaked at $24K in Q1 2024.
  • 927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.