Discontinued — last reported Q4 '25
Unrealized Losses on Investments (Before Tax)
SoFi Technologies, Inc. Unrealized Losses on Investments (Before Tax) increased by 485.7% to $11.97M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 113.7%, from $5.60M to $11.97M. Over 4 years (FY 2021 to FY 2025), Unrealized Losses on Investments (Before Tax) shows an upward trend with a 10.8% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
How to read this metric
An increase suggests rising interest rates or credit deterioration in the underlying assets, which may pressure capital levels.
Detailed definition
These represent the decline in market value of investment securities below their amortized cost, which have not yet been...
Peer comparison
A key focus area for investors during periods of interest rate volatility across the banking sector.
unrealized_losses_on_investmentsHistorical Data
| Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $170.00K | $1.36M | $5.81M | $7.80M | $9.79M | $8.61M | $6.36M | $5.69M | $4.80M | $3.22M | $3.21M | $5.60M | $1.32M | $12.96M | $5.60M | $4.64M | $2.20M | $2.04M | $11.97M |
| QoQ Change | — | +697.1% | +328.7% | +34.3% | +25.5% | -12.0% | -26.1% | -10.6% | -15.7% | -32.9% | -0.2% | +74.3% | -76.4% | +879.5% | -56.8% | -17.2% | -52.6% | -7.0% | +485.7% |
| YoY Change | — | — | — | — | >999% | +535.5% | +9.5% | -27.0% | -51.0% | -62.6% | -49.5% | -1.6% | -72.4% | +302.5% | +74.4% | -17.1% | +66.1% | -84.2% | +113.7% |
Unrealized Losses on Investments (Before Tax) at Other Companies
Frequently Asked Questions
- What is SoFi Technologies, Inc.'s unrealized losses on investments (before tax)?
- SoFi Technologies, Inc. (SOFI) reported unrealized losses on investments (before tax) of $11.97M in Q1 2026.
- How has SoFi Technologies, Inc.'s unrealized losses on investments (before tax) changed year-over-year?
- SoFi Technologies, Inc.'s unrealized losses on investments (before tax) increased by 113.7% year-over-year, from $5.60M to $11.97M.
- What is the long-term trend for SoFi Technologies, Inc.'s unrealized losses on investments (before tax)?
- Over 4 years (2021 to 2025), SoFi Technologies, Inc.'s unrealized losses on investments (before tax) has grown at a 10.8% compound annual growth rate (CAGR), from $1.36M to $2.04M.
- What does unrealized losses on investments (before tax) mean?
- Paper losses on investments that the bank still holds.