CSP
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Cary Street Partners’s SoFi Technologies SOFI Stock Holding History

Cary Street Partners’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 		$245K Buy
15,398
+515
+3% +$10.9K 0.01% 778
2025
Q4 		$390K Sell
14,883
-1,000
-6% -$27.9K 0.01% 666
2025
Q3 		$420K Sell
15,883
-6,121
-28% -$145K 0.01% 616
2025
Q2 		$401K Buy
22,004
+44
+0.2% +$580 0.01% 609
2025
Q1 		$255K Sell
21,960
-17
-0.1% -$245 0.01% 685
2024
Q4 		$338K Buy
+21,977
New +$285K 0.01% 592

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UBS Group
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State Street
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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