AR
SOFI icon

Advisory Research’s SoFi Technologies SOFI Stock Holding History

Advisory Research’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
2024
Q1 		– Sell
-168,495
Closed -$1.68M – 295
2023
Q4 		$1.68M Sell
168,495
-43,012
-20% -$342K 0.26% 101
2023
Q3 		$1.69M Buy
211,507
+80,188
+61% +$705K 0.23% 125
2023
Q2 		$1.1M Buy
131,319
+79,466
+153% +$518K 0.14% 195
2023
Q1 		$315K Buy
+51,853
New +$314K 0.05% 283
2022
Q1 		– Sell
-49,819
Closed -$788K – 437
2021
Q4 		$788K Buy
+49,819
New +$914K 0.06% 218

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return