Asset Dedication LLC’s SoFi Technologies SOFI Stock Holding History

Asset Dedication LLC’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 Q3	$1.48K	Buy	+94	New	+$1.66K	﹤0.01%	1041
2025 Q4	–	Sell	-100	Closed	-$2.64K	–	1170
2025 Q3	$2.64K	Hold	100	–	–	﹤0.01%	994
2025 Q2	$1.82K	Hold	100	–	–	﹤0.01%	1039
2025 Q1	$1.16K	Hold	100	–	–	﹤0.01%	1008
2024 Q4	$1.54K	Sell	100 -300	-75%	-$3.9K	﹤0.01%	989
2024 Q3	$3.14K	Sell	400 -1,050	-72%	-$7.63K	﹤0.01%	973
2024 Q2	$9.6K	Buy	1,450 +1,050	+263%	+$7.4K	﹤0.01%	820
2024 Q1	$3K	Hold	400	–	–	﹤0.01%	873
2023 Q4	$4K	Hold	400	–	–	﹤0.01%	842
2023 Q3	$3K	Hold	400	–	–	﹤0.01%	872
2023 Q2	$3K	Hold	400	–	–	﹤0.01%	843
2023 Q1	$2K	Hold	400	–	–	﹤0.01%	869
2022 Q4	$2K	Hold	400	–	–	﹤0.01%	890
2022 Q3	$2K	Buy	+400	New	+$2.53K	﹤0.01%	845
2021 Q4	–	Sell	-630	Closed	-$10K	–	1023
2021 Q3	$10K	Buy	+630	New	+$9.9K	﹤0.01%	700

Other funds holding SOFI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Asset Dedication LLC's SOFI Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in SoFi Technologies (SOFI) in Q3 2026: 94 shares worth $1.48K. The stake represents ﹤0.01% of the portfolio and ranks #1041 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in SOFI as recently as Q3 2025.

Asset Dedication LLC first reported a position in SOFI in Q3 2021 and has held it in 15 quarters since. The position peaked at $10K in Q3 2021. 527 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Asset Dedication LLC held 94 shares of SoFi Technologies worth $1.48K as of Q3 2026.
SoFi Technologies was a new Asset Dedication LLC position in Q3 2026.
SoFi Technologies made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #1041 holding.
Asset Dedication LLC first reported a position in SoFi Technologies in Q3 2021 and has held it in 15 quarters since.
Asset Dedication LLC's SoFi Technologies position peaked at $10K in Q3 2021.
527 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.