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CarsonAllaria Wealth Management’s SoFi Technologies SOFI Stock Holding History

CarsonAllaria Wealth Management’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
-868
Closed -$15.8K – 294
2025
Q2 		$15.8K Hold
868
– – 0.01% 219
2025
Q1 		$10.1K Hold
868
– – 0.01% 250
2024
Q4 		$13.4K Buy
868
+493
+131% +$6.4K 0.01% 227
2024
Q3 		$2.95K Buy
+375
New +$2.73K ﹤0.01% 326

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CarsonAllaria Wealth Management's SOFI Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 868 shares — an estimated $15.8K sold.

CarsonAllaria Wealth Management first reported a position in SOFI in Q3 2024 and held it in 4 quarters. The position peaked at $15.8K in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 868 SoFi Technologies shares in Q3 2025, an estimated $15.8K.
  • CarsonAllaria Wealth Management first reported a position in SoFi Technologies in Q3 2024 and held it in 4 quarters.
  • CarsonAllaria Wealth Management's SoFi Technologies position peaked at $15.8K in Q2 2025.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.