WCM
SOFI icon

Winthrop Capital Management’s SoFi Technologies SOFI Stock Holding History

Winthrop Capital 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 		$29K Hold
1,842
– – 0.01% 201
2025
Q4 		$48K Hold
1,842
– – 0.01% 188
2025
Q3 		$49K Hold
1,842
– – 0.01% 171
2025
Q2 		$34K Hold
1,842
– – 0.01% 195
2025
Q1 		$21K Buy
+1,842
New +$26.5K 0.01% 188
2024
Q1 		– Sell
-300
Closed -$2.98K – 277
2023
Q4 		$2.98K Buy
+300
New +$2.38K ﹤0.01% 229

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

Winthrop Capital Management's SOFI Position: Q1 2026 in Review

Winthrop Capital Management held its SoFi Technologies (SOFI) position steady in Q1 2026 at 1,842 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #201.

Winthrop Capital Management first reported a position in SOFI in Q4 2023 and has held it in 6 quarters since. The position peaked at $49K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Winthrop Capital Management held 1,842 shares of SoFi Technologies worth $29K as of Q1 2026.
  • Winthrop Capital Management left its SoFi Technologies share count unchanged in Q1 2026.
  • SoFi Technologies made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #201 holding.
  • Winthrop Capital Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 6 quarters since.
  • Winthrop Capital Management's SoFi Technologies position peaked at $49K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.