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Capital Performance Advisors’s SoFi Technologies SOFI Stock Holding History

Capital Performance Advisors’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
Q3 		– Sell
-34,383
Closed -$626K – 361
2025
Q2 		$626K Buy
34,383
+336
+1% +$4.43K 0.12% 90
2025
Q1 		$396K Buy
+34,047
New +$491K 0.09% 130
2024
Q4 		– Sell
-3,412
Closed -$26.8K – 2312
2024
Q3 		$26.8K Buy
+3,412
New +$24.8K 0.01% 518

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Performance Advisors's SOFI Position: Q3 2025 in Review

Capital Performance Advisors sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 34,383 shares — an estimated $626K sold.

Capital Performance Advisors first reported a position in SOFI in Q3 2024 and held it in 3 quarters. The position peaked at $626K in Q2 2025. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Capital Performance Advisors reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 34,383 SoFi Technologies shares in Q3 2025, an estimated $626K.
  • Capital Performance Advisors first reported a position in SoFi Technologies in Q3 2024 and held it in 3 quarters.
  • Capital Performance Advisors's SoFi Technologies position peaked at $626K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Capital Performance Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.