Bleakley Financial Group’s SoFi Technologies SOFI Stock Holding History

Bleakley Financial Group’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	$292K	Sell	18,413 -2,238	-11%	-$47.2K	﹤0.01%	708
2025 Q4	$541K	Buy	20,651 +2,023	+11%	+$56.4K	0.01%	573
2025 Q3	$492K	Buy	18,628 +1,919	+11%	+$45.5K	0.01%	505
2025 Q2	$304K	Buy	+16,709	New	+$220K	0.01%	540
2024 Q2	–	Sell	-13,959	Closed	-$102K	–	1062
2024 Q1	$102K	Buy	13,959 +2,766	+25%	+$22K	﹤0.01%	929
2023 Q4	$111K	Sell	11,193 -6,192	-36%	-$49.2K	﹤0.01%	894
2023 Q3	$139K	Buy	17,385 +5,126	+42%	+$45.1K	﹤0.01%	817
2023 Q2	$102K	Buy	+12,259	New	+$79.9K	﹤0.01%	877

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