BRIGHTON JONES LLC SOFI — SOFI TECHNOLOGIES INC

Ownership history in BRIGHTON JONES LLC  ·  15 quarters on record

AI Ownership Summary

BRIGHTON JONES LLC reported SOFI TECHNOLOGIES INC (SOFI) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.61% in 2025 Q4. The latest visible filing shows SOFI at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SOFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIGHTON JONES LLC's position in SOFI TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOFI was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SOFI stock page BRIGHTON JONES LLC fund profile BRIGHTON JONES LLC full holdings
How BRIGHTON JONES LLC held SOFI — position size vs. price
% of Fund (quarterly)    SOFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.4% -39.3% ✅ 631,559 -65,173 -9.4% 0.61% $16.5M 2026-01-27 $25.46
2025 Q3 REDUCED — — — 696,732 -19,967 -2.8% 0.44% $18.4M 2025-10-14 $27.87
2025 Q2 REDUCED — — — 716,699 -1,777 -0.2% 0.35% $13.1M 2025-07-31 $22.58
2025 Q1 REDUCED — — — 718,476 -812 -0.1% 0.27% $8.4M 2025-04-17 $10.98
2024 Q4 ADDED — — — 719,288 +14,281 +2.0% 0.32% $11.1M 2025-01-21 $17.90
2024 Q3 REDUCED — — — 705,007 -18,978 -2.6% 0.21% $5.5M 2024-10-22 $10.58
2024 Q2 ADDED — — — 723,985 +9,610 +1.3% 0.16% $4.8M 2024-08-12 $6.48
2024 Q1 ADDED — — — 714,375 +29,315 +4.3% 0.19% $5.2M 2024-05-09 $7.06
2023 Q4 REDUCED — — — 685,060 -9,571 -1.4% 0.29% $6.8M 2024-02-05 $7.58
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SOFI

As of 2026 Q1 — sorted by position size

Rakuten Securities, Inc. 2.6% MFG WEALTH MANAGEMENT, INC. 2.36% Warm Springs Advisors Inc. 2.16% Diversify Advisory Services, LLC 2.13% Miller Financial Services LLC 1.98% MLP3, LLC 1.37% Westbourne Investment Advisors, Inc. 3Y 7Y 1.29% CMG Global Holdings, LLC 3Y 1.23% Pegasus Asset Management, Inc. 3Y 7Y 1.08% Taylor Frigon Capital Management LLC 3Y 7Y 1.07%

FAQ About BRIGHTON JONES LLC and SOFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIGHTON JONES LLC reported owning SOFI?

BRIGHTON JONES LLC reported SOFI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SOFI position in BRIGHTON JONES LLC's portfolio?

The largest reported portfolio weight for SOFI was 0.61% in 2025 Q4.

What is the latest reported SOFI position on this page?

The most recent filing on this page is 2025 Q4, when BRIGHTON JONES LLC reported 631,559 shares, equal to 0.61% of portfolio, with an estimated market value of $16.5M.

What does the chart on this SOFI ownership page compare?

The chart compares BRIGHTON JONES LLC's quarterly SOFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRIGHTON JONES LLC time their SOFI position?

Based on 13F filing dates vs. subsequent SOFI price moves, BRIGHTON JONES LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on SOFI relative to SPY over the holding period was +35.1%.

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