Brown Shipley & Co’s SoFi Technologies SOFI Stock Holding History

Brown Shipley & Co’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	-26	Closed	-$687	–	77
2025 Q3	$687	Hold	26	–	–	﹤0.01%	67
2025 Q2	$473	Buy	+26	New	+$343	﹤0.01%	70

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Brown Shipley & Co's SOFI Position: Q4 2025 in Review

Brown Shipley & Co sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 26 shares — an estimated $687 sold.

Brown Shipley & Co first reported a position in SOFI in Q2 2025 and held it in 2 quarters. The position peaked at $687 in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Brown Shipley & Co reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Brown Shipley & Co sold 26 SoFi Technologies shares in Q4 2025, an estimated $687.
Brown Shipley & Co first reported a position in SoFi Technologies in Q2 2025 and held it in 2 quarters.
Brown Shipley & Co's SoFi Technologies position peaked at $687 in Q3 2025.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Brown Shipley & Co's 13F filing for Q4 2025, filed 21 Jan 2026.