Venture Visionary Partners’s SoFi Technologies SOFI Stock Holding History

Venture Visionary Partners’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	-8,392	Closed	-$220K	–	708
2025 Q4	$220K	Sell	8,392 -2,084	-20%	-$58.1K	0.01%	590
2025 Q3	$277K	Buy	+10,476	New	+$249K	0.01%	519
2024 Q2	–	Sell	-55,833	Closed	-$408K	–	582
2024 Q1	$408K	Buy	55,833 +15,901	+40%	+$126K	0.02%	415
2023 Q4	$397K	Sell	39,932 -147,285	-79%	-$1.17M	0.02%	394
2023 Q3	$1.5M	Sell	187,217 -3,092	-2%	-$27.2K	0.09%	194
2023 Q2	$1.59M	Sell	190,309 -15,505	-8%	-$101K	0.09%	184
2023 Q1	$1.25M	Buy	205,814 +53,065	+35%	+$322K	0.08%	204
2022 Q4	$704K	Buy	+152,749	New	+$758K	0.05%	266
2022 Q3	–	Sell	-4,100	Closed	-$21.6K	–	1373
2022 Q2	$21.6K	Buy	+4,100	New	+$27.7K	﹤0.01%	1009
2022 Q1	–	Sell	-61,072	Closed	-$965K	–	535
2021 Q4	$965K	Buy	61,072 +19,515	+47%	+$358K	0.06%	231
2021 Q3	$660K	Buy	+41,557	New	+$651K	0.05%	280

Other funds holding SOFI

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 New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Venture Visionary Partners's SOFI Position: Q1 2026 in Review

Venture Visionary Partners sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 8,392 shares — an estimated $220K sold.

Venture Visionary Partners first reported a position in SOFI in Q3 2021 and held it in 11 quarters. The position peaked at $1.59M in Q2 2023. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Venture Visionary Partners reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Venture Visionary Partners sold 8,392 SoFi Technologies shares in Q1 2026, an estimated $220K.
Venture Visionary Partners first reported a position in SoFi Technologies in Q3 2021 and held it in 11 quarters.
Venture Visionary Partners's SoFi Technologies position peaked at $1.59M in Q2 2023.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.