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VestGen Advisors’s SoFi Technologies SOFI Stock Holding History

VestGen Advisors’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 		$161K Sell
10,151
-50,320
-83% -$1.06M ﹤0.01% 1017
2025
Q4 		$1.58M Buy
+60,471
New +$1.69M 0.07% 270

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

VestGen Advisors's SOFI Position: Q1 2026 in Review

VestGen Advisors reduced its SoFi Technologies (SOFI) stake by 83% in Q1 2026, selling an estimated $1.06M and leaving 10,151 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

VestGen Advisors first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.58M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • VestGen Advisors held 10,151 shares of SoFi Technologies worth $161K as of Q1 2026.
  • VestGen Advisors sold 50,320 SoFi Technologies shares in Q1 2026, an estimated $1.06M.
  • SoFi Technologies made up ﹤0.01% of VestGen Advisors's portfolio in Q1 2026, its #1017 holding.
  • VestGen Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • VestGen Advisors's SoFi Technologies position peaked at $1.58M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.