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AllSquare Wealth Management’s SoFi Technologies SOFI Stock Holding History

AllSquare 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 		$100K Hold
3,800
– – 0.05% 157
2025
Q2 		$69.2K Buy
3,800
+3,200
+533% +$42.2K 0.04% 192
2025
Q1 		$6.98K Buy
600
+300
+100% +$4.32K ﹤0.01% 406
2024
Q4 		$4.62K Buy
+300
New +$3.9K ﹤0.01% 437

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AllSquare Wealth Management held its SoFi Technologies (SOFI) position steady in Q3 2025 at 3,800 shares worth $100K. The position accounts for 0.05% of the portfolio, ranked #157.

AllSquare Wealth Management first reported a position in SOFI in Q4 2024 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • AllSquare Wealth Management held 3,800 shares of SoFi Technologies worth $100K as of Q3 2025.
  • AllSquare Wealth Management left its SoFi Technologies share count unchanged in Q3 2025.
  • SoFi Technologies made up 0.05% of AllSquare Wealth Management's portfolio in Q3 2025, its #157 holding.
  • AllSquare Wealth Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 4 quarters since.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.