Vermillion & White Wealth Management Group’s SoFi Technologies SOFI Stock Holding History

Vermillion & White Wealth Management Group’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	-3,197	Closed	-$83.7K	–	447
2025 Q4	$83.7K	Sell	3,197 -4,000	-56%	-$111K	0.05%	111
2025 Q3	$190K	Buy	7,197 +197	+3%	+$4.67K	0.11%	64
2025 Q2	$127K	Hold	7,000	–	–	0.08%	74
2025 Q1	$81.4K	Buy	7,000 +1,000	+17%	+$14.4K	0.06%	91
2024 Q4	$92.4K	Hold	6,000	–	–	0.07%	91
2024 Q3	$47.2K	Hold	6,000	–	–	0.03%	130
2024 Q2	$39.7K	Hold	6,000	–	–	0.03%	148
2024 Q1	$43.8K	Buy	6,000 +2,000	+50%	+$15.9K	0.04%	129
2023 Q4	$39.8K	Buy	+4,000	New	+$31.8K	0.04%	105

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

Vermillion & White Wealth Management Group's SOFI Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 3,197 shares — an estimated $83.7K sold.

Vermillion & White Wealth Management Group first reported a position in SOFI in Q4 2023 and held it in 9 quarters. The position peaked at $190K in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 3,197 SoFi Technologies shares in Q1 2026, an estimated $83.7K.
Vermillion & White Wealth Management Group first reported a position in SoFi Technologies in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's SoFi Technologies position peaked at $190K in Q3 2025.
919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.