AssetMark Inc’s SoFi Technologies SOFI Stock Holding History

AssetMark Inc’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	$60.7K	Sell	3,862 -30	-0.8%	-$528	﹤0.01%	1804
2026 Q2	$69.8K	Sell	3,892 -893	-19%	-$15.1K	﹤0.01%	1729
2026 Q1	$76K	Buy	4,785 +2,741	+134%	+$57.8K	﹤0.01%	1628
2025 Q4	$53.5K	Buy	2,044 +771	+61%	+$21.5K	﹤0.01%	1696
2025 Q3	$33.6K	Buy	1,273 +427	+50%	+$10.1K	﹤0.01%	1779
2025 Q2	$15.4K	Buy	846 +650	+332%	+$8.57K	﹤0.01%	1867
2025 Q1	$2.28K	Sell	196 -42	-18%	-$605	﹤0.01%	2151
2024 Q4	$3.66K	Buy	+238	New	+$3.09K	﹤0.01%	1996
2024 Q2	–	Sell	-1,000	Closed	-$7.3K	–	2216
2024 Q1	$7.3K	Buy	+1,000	New	+$7.94K	﹤0.01%	1420

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 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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

AssetMark Inc's SOFI Position: Q3 2026 in Review

AssetMark Inc reduced its SoFi Technologies (SOFI) stake by 0.77% in Q3 2026, selling an estimated $528 and leaving 3,862 shares worth $60.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

AssetMark Inc first reported a position in SOFI in Q1 2024 and has held it in 9 quarters since. The position peaked at $76K in Q1 2026. 471 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

AssetMark Inc held 3,862 shares of SoFi Technologies worth $60.7K as of Q3 2026.
AssetMark Inc sold 30 SoFi Technologies shares in Q3 2026, an estimated $528.
SoFi Technologies made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1804 holding.
AssetMark Inc first reported a position in SoFi Technologies in Q1 2024 and has held it in 9 quarters since.
AssetMark Inc's SoFi Technologies position peaked at $76K in Q1 2026.
471 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.