Ameriprise
SOFI icon

Ameriprise’s SoFi Technologies SOFI Stock Holding History

Ameriprise’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
2026
Q1 		$18.7M Sell
1,181,529
-1,015,499
-46% -$21.4M ﹤0.01% 1454
2025
Q4 		$57.5M Buy
2,197,028
+362,999
+20% +$10.1M 0.01% 801
2025
Q3 		$48.5M Sell
1,834,029
-236,405
-11% -$5.61M 0.01% 896
2025
Q2 		$37.7M Buy
2,070,434
+1,326,735
+178% +$17.5M 0.01% 1009
2025
Q1 		$8.65M Buy
743,699
+46,900
+7% +$676K ﹤0.01% 1867
2024
Q4 		$10.7M Buy
696,799
+27,367
+4% +$355K ﹤0.01% 1746
2024
Q3 		$5.26M Sell
669,432
-79,586
-11% -$578K ﹤0.01% 2339
2024
Q2 		$4.95M Sell
749,018
-87,841
-10% -$619K ﹤0.01% 2322
2024
Q1 		$6.11M Buy
836,859
+610,527
+270% +$4.85M ﹤0.01% 2207
2023
Q4 		$2.25M Buy
226,332
+29,434
+15% +$234K ﹤0.01% 2808
2023
Q3 		$1.57M Sell
196,898
-293,691
-60% -$2.58M ﹤0.01% 2942
2023
Q2 		$3.51M Buy
490,589
+305,225
+165% +$1.99M ﹤0.01% 2590
2023
Q1 		$1.13M Sell
185,364
-65,805
-26% -$399K ﹤0.01% 3095
2022
Q4 		$1.16M Sell
251,169
-171,258
-41% -$849K ﹤0.01% 3055
2022
Q3 		$2.03M Buy
422,427
+225,467
+114% +$1.43M ﹤0.01% 2775
2022
Q2 		$1.04M Sell
196,960
-143,061
-42% -$967K ﹤0.01% 3109
2022
Q1 		$3.21M Sell
340,021
-46,903
-12% -$539K ﹤0.01% 2702
2021
Q4 		$6.1M Buy
386,924
+91,943
+31% +$1.69M ﹤0.01% 2329
2021
Q3 		$4.68M Buy
+294,981
New +$4.62M ﹤0.01% 2435

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return