Belvedere Trading
SOFI icon

Belvedere Trading’s SoFi Technologies SOFI Stock Holding History

Belvedere Trading’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
-14,418
Closed -$381K – 1150
2025
Q3 		$381K Buy
+14,418
New +$342K 0.03% 331
2024
Q1 		– Hold
0
– – – 1072
2023
Q4 		– Hold
0
– – – 1141
2023
Q3 		– Hold
0
– – – 1088
2023
Q2 		– Hold
0
– – – 1269
2021
Q3 		– Hold
0
– – – 700
2021
Q2 		– Sell
-23,921
Closed -$443K – 499
2021
Q1 		$410K Buy
23,921
+4,524
+23% +$89.3K 0.19% 106
2020
Q4 		$241K Buy
+19,397
New +$219K 0.16% 129

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM