Balboa Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Balboa Wealth Partners’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	-17,997	Closed	-$277K	–	362
2024 Q4	$277K	Buy	17,997 +7,547	+72%	+$98K	0.06%	224
2024 Q3	$82.1K	Buy	+10,450	New	+$76K	0.02%	278
2024 Q2	–	Sell	-12,275	Closed	-$89.6K	–	339
2024 Q1	$89.6K	Sell	12,275 -1,350	-10%	-$10.7K	0.03%	236
2023 Q4	$136K	Sell	13,625 -11,936	-47%	-$94.9K	0.05%	220
2023 Q3	$204K	Buy	25,561 +11,736	+85%	+$103K	0.08%	209
2023 Q2	$115K	Buy	+13,825	New	+$90.1K	0.04%	236

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

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

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Balboa Wealth Partners's SOFI Position: Q1 2025 in Review

Balboa Wealth Partners sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 17,997 shares — an estimated $277K sold.

Balboa Wealth Partners first reported a position in SOFI in Q2 2023 and held it in 6 quarters. The position peaked at $277K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Balboa Wealth Partners reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Balboa Wealth Partners sold 17,997 SoFi Technologies shares in Q1 2025, an estimated $277K.
Balboa Wealth Partners first reported a position in SoFi Technologies in Q2 2023 and held it in 6 quarters.
Balboa Wealth Partners's SoFi Technologies position peaked at $277K in Q4 2024.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.