XML Financial’s SoFi Technologies SOFI Stock Holding History

XML Financial’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	-8,574	Closed	-$224K	–	459
2025 Q4	$224K	Buy	+8,574	New	+$239K	0.02%	392

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 $3.38T AUM 44.17% 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

XML Financial's SOFI Position: Q1 2026 in Review

XML Financial sold out of SoFi Technologies (SOFI) in Q1 2026, closing a stake of 8,574 shares — an estimated $224K sold.

XML Financial first reported a position in SOFI in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 927 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

XML Financial reported no remaining SoFi Technologies position as of Q1 2026 after selling out during the quarter.
XML Financial sold 8,574 SoFi Technologies shares in Q1 2026, an estimated $224K.
XML Financial first reported a position in SoFi Technologies in Q4 2025 and held it in 1 quarter.
XML Financial's SoFi Technologies position peaked at $224K in Q4 2025.
927 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on XML Financial's 13F filing for Q1 2026, filed 16 Apr 2026.