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Victory Financial Group’s SoFi Technologies SOFI Stock Holding History

Victory Financial 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 		$551K Buy
34,673
+3,592
+12% +$75.7K 0.07% 185
2025
Q4 		$814K Sell
31,081
-22,405
-42% -$624K 0.1% 131
2025
Q3 		$1.41M Buy
+53,486
New +$1.27M 0.19% 67

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

Victory Financial Group's SOFI Position: Q1 2026 in Review

Victory Financial Group increased its SoFi Technologies (SOFI) stake by 12% in Q1 2026, buying an estimated $75.7K and bringing the position to 34,673 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #185.

Victory Financial Group first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.41M in Q3 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Victory Financial Group held 34,673 shares of SoFi Technologies worth $551K as of Q1 2026.
  • Victory Financial Group bought 3,592 SoFi Technologies shares in Q1 2026, an estimated $75.7K.
  • SoFi Technologies made up 0.07% of Victory Financial Group's portfolio in Q1 2026, its #185 holding.
  • Victory Financial Group first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • Victory Financial Group's SoFi Technologies position peaked at $1.41M in Q3 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.