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Castleview Partners’s SoFi Technologies SOFI Stock Holding History

Castleview 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
2025
Q1 		– Sell
-800
Closed -$11.3K – 499
2024
Q4 		$11.3K Buy
+800
New +$10.4K 0.01% 565
2024
Q1 		– Sell
-200
Closed -$1.99K – 941
2023
Q4 		$1.99K Hold
200
– – ﹤0.01% 705
2023
Q3 		$1.6K Hold
200
– – ﹤0.01% 573
2023
Q2 		$1.67K Hold
200
– – ﹤0.01% 597
2023
Q1 		$1.21K Hold
200
– – ﹤0.01% 599
2022
Q4 		$922 Hold
200
– – ﹤0.01% 558
2022
Q3 		$1K Sell
200
-1,009
-83% -$6.38K ﹤0.01% 595
2022
Q2 		$86.2K Buy
1,209
+1,009
+505% +$6.82K 0.07% 228
2022
Q1 		$1K Buy
+200
New +$2.3K ﹤0.01% 683

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Castleview Partners's SOFI Position: Q1 2025 in Review

Castleview Partners sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 800 shares — an estimated $11.3K sold.

Castleview Partners first reported a position in SOFI in Q1 2022 and held it in 9 quarters. The position peaked at $86.2K in Q2 2022. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Castleview Partners reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 800 SoFi Technologies shares in Q1 2025, an estimated $11.3K.
  • Castleview Partners first reported a position in SoFi Technologies in Q1 2022 and held it in 9 quarters.
  • Castleview Partners's SoFi Technologies position peaked at $86.2K in Q2 2022.
  • 716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.