Vivid Wealth Management’s SoFi Technologies SOFI Stock Holding History

Vivid Wealth Management’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	-100,398	Closed	-$2.63M	–	72
2025 Q4	$2.63M	Buy	+100,398	New	+$2.8M	1.02%	44

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vivid Wealth Management's SOFI Position: Q1 2026 in Review

Vivid Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 100,398 shares — an estimated $2.63M sold.

Vivid Wealth Management first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $2.63M in Q4 2025. 926 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

Vivid Wealth Management reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
Vivid Wealth Management sold 100,398 SoFi Technologies shares in Q1 2026, an estimated $2.63M.
Vivid Wealth Management first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
Vivid Wealth Management's SoFi Technologies position peaked at $2.63M in Q4 2025.
926 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Vivid Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.