Axa
SOFI icon

Axa’s SoFi Technologies SOFI Stock Holding History

Axa’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
Q1 		– Sell
-231,954
Closed -$3.57M – 1139
2024
Q4 		$3.57M Sell
231,954
-34,677
-13% -$450K 0.01% 631
2024
Q3 		$2.1M Buy
266,631
+31,004
+13% +$225K 0.01% 733
2024
Q2 		$1.56M Hold
235,627
– – ﹤0.01% 818
2024
Q1 		$1.72M Sell
235,627
-114,373
-33% -$908K 0.01% 780
2023
Q4 		$3.48M Buy
350,000
+130,000
+59% +$1.03M 0.01% 631
2023
Q3 		$1.76M Sell
220,000
-81,000
-27% -$712K 0.01% 733
2023
Q2 		$2.51M Sell
301,000
-582,900
-66% -$3.8M 0.01% 676
2023
Q1 		$5.37M Sell
883,900
-243,000
-22% -$1.47M 0.02% 553
2022
Q4 		$5.2M Buy
1,126,900
+306,900
+37% +$1.52M 0.02% 586
2022
Q3 		$4M Buy
820,000
+180,000
+28% +$1.14M 0.02% 624
2022
Q2 		$3.37M Buy
640,000
+200,000
+45% +$1.35M 0.01% 672
2022
Q1 		$4.16M Buy
+440,000
New +$5.05M 0.01% 697

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return