Accredited Wealth Management’s SoFi Technologies SOFI Stock Holding History

Accredited 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
2025 Q3	$661	Buy	+4	New	+$95	﹤0.01%	360

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accredited Wealth Management's SOFI Position: Q3 2025 in Review

Accredited Wealth Management opened a new position in SoFi Technologies (SOFI) in Q3 2025: 4 shares worth $661. The stake represents ﹤0.01% of the portfolio and ranks #360 among its holdings.

912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Accredited Wealth Management held 4 shares of SoFi Technologies worth $661 as of Q3 2025.
SoFi Technologies was a new Accredited Wealth Management position in Q3 2025.
SoFi Technologies made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #360 holding.
912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.