CD
SOFI icon

Chapin Davis’s SoFi Technologies SOFI Stock Holding History

Chapin Davis’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
-11,525
Closed -$90.6K – 241
2024
Q4 		$90.6K Hold
11,525
– – 0.03% 225
2024
Q3 		$90.6K Sell
11,525
-3,000
-21% -$21.8K 0.03% 226
2024
Q2 		$96K Buy
14,525
+1,000
+7% +$7.05K 0.03% 220
2024
Q1 		$98.7K Buy
13,525
+300
+2% +$2.38K 0.04% 223
2023
Q4 		$132K Buy
+13,225
New +$105K 0.06% 203
2023
Q3 		– Sell
-23,225
Closed -$194K – 231
2023
Q2 		$194K Sell
23,225
-8,500
-27% -$55.4K 0.09% 198
2023
Q1 		$193K Hold
31,725
– – 0.1% 197
2022
Q4 		$146K Buy
+31,725
New +$157K 0.08% 183

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return