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
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	$9.59K	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	+$9.87K	﹤0.01%	700

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Asset Dedication LLC's SOFI Position: Q4 2025 in Review

Asset Dedication LLC sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 100 shares — an estimated $2.64K sold.

Asset Dedication LLC first reported a position in SOFI in Q3 2021 and held it in 14 quarters. The position peaked at $10K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Asset Dedication LLC reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Asset Dedication LLC sold 100 SoFi Technologies shares in Q4 2025, an estimated $2.64K.
Asset Dedication LLC first reported a position in SoFi Technologies in Q3 2021 and held it in 14 quarters.
Asset Dedication LLC's SoFi Technologies position peaked at $10K in Q3 2021.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Asset Dedication LLC's 13F filing for Q4 2025, filed 26 Jan 2026.