Bensler’s SoFi Technologies SOFI Stock Holding History

Bensler’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	$277K	Hold	17,450	–	–	0.03%	157
2025 Q4	$457K	Buy	17,450 +600	+4%	+$16.7K	0.05%	125
2025 Q3	$445K	Hold	16,850	–	–	0.05%	121
2025 Q2	$307K	Hold	16,850	–	–	0.03%	132
2025 Q1	$196K	Sell	16,850 -290	-2%	-$4.18K	0.02%	156
2024 Q4	$264K	Sell	17,140 -43	-0.3%	-$559	0.03%	141
2024 Q3	$135K	Sell	17,183 -1,547	-8%	-$11.2K	0.02%	162
2024 Q2	$124K	Hold	18,730	–	–	0.02%	162
2024 Q1	$137K	Hold	18,730	–	–	0.02%	155
2023 Q4	$186K	Buy	18,730 +800	+4%	+$6.36K	0.03%	153
2023 Q3	$143K	Buy	17,930 +840	+5%	+$7.39K	0.03%	151
2023 Q2	$143K	Hold	17,090	–	–	0.03%	152
2023 Q1	$104K	Hold	17,090	–	–	0.02%	152
2022 Q4	$78.8K	Buy	17,090 +700	+4%	+$3.47K	0.02%	153
2022 Q3	$80K	Hold	16,390	–	–	0.02%	148
2022 Q2	$86.4K	Buy	+16,390	New	+$111K	0.02%	153

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