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Advanced Portfolio Management’s SoFi Technologies SOFI Stock Holding History

Advanced Portfolio 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
Q4 		$1.44M Buy
55,000
+40,000
+267% +$1.11M 4.4% 6
2025
Q3 		$396K Buy
+15,000
New +$356K 1.03% 26

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advanced Portfolio Management's SOFI Position: Q4 2025 in Review

Advanced Portfolio Management increased its SoFi Technologies (SOFI) stake by 267% in Q4 2025, buying an estimated $1.11M and bringing the position to 55,000 shares worth $1.44M. The position accounts for 4.4% of the portfolio, ranked #6.

Advanced Portfolio Management first reported a position in SOFI in Q3 2025 and has held it in 2 quarters since. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Advanced Portfolio Management held 55,000 shares of SoFi Technologies worth $1.44M as of Q4 2025.
  • Advanced Portfolio Management bought 40,000 SoFi Technologies shares in Q4 2025, an estimated $1.11M.
  • SoFi Technologies made up 4.4% of Advanced Portfolio Management's portfolio in Q4 2025, its #6 holding.
  • Advanced Portfolio Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 2 quarters since.
  • 1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.