Ameritas Advisory Services’s SoFi Technologies SOFI Stock Holding History

Ameritas Advisory Services’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	–	Sell	-1,148	Closed	-$30.3K	–	1941
2025 Q3	$30.3K	Sell	1,148 -4,809	-81%	-$114K	﹤0.01%	1277
2025 Q2	$108K	Buy	+5,957	New	+$78.6K	0.01%	955
2023 Q2	–	Sell	-300	Closed	-$1.75K	–	2232
2023 Q1	$1.75K	Buy	+300	New	+$1.82K	﹤0.01%	2427

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ameritas Advisory Services's SOFI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 1,148 shares — an estimated $30.3K sold.

Ameritas Advisory Services first reported a position in SOFI in Q1 2023 and held it in 3 quarters. The position peaked at $108K in Q2 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Ameritas Advisory Services reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,148 SoFi Technologies shares in Q4 2025, an estimated $30.3K.
Ameritas Advisory Services first reported a position in SoFi Technologies in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's SoFi Technologies position peaked at $108K in Q2 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.