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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
2024
Q2 		– Sell
-5,000
Closed -$37K – 581
2024
Q1 		$37K Hold
5,000
– – ﹤0.01% 547
2023
Q4 		$49.8K Sell
5,000
-18,000
-78% -$143K ﹤0.01% 516
2023
Q3 		$184K Buy
+23,000
New +$202K 0.01% 473

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

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.