Benjamin Edwards Inc’s SoFi Technologies SOFI Stock Holding History

Benjamin Edwards 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 Q1	$319K	Sell	20,095 -880	-4%	-$18.6K	﹤0.01%	1139
2025 Q4	$549K	Buy	20,975 +8,812	+72%	+$246K	0.01%	925
2025 Q3	$321K	Sell	12,163 -1,778	-13%	-$42.2K	﹤0.01%	1078
2025 Q2	$254K	Buy	+13,941	New	+$184K	﹤0.01%	1045
2025 Q1	–	Sell	-56,710	Closed	-$873K	–	1158
2024 Q4	$873K	Sell	56,710 -17,790	-24%	-$231K	0.01%	652
2024 Q3	$585K	Buy	74,500 +73,798	+10,513%	+$536K	0.01%	751
2024 Q2	$5K	Sell	702 -436	-38%	-$3.07K	﹤0.01%	646
2024 Q1	$8K	Buy	+1,138	New	+$9.04K	﹤0.01%	654

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return