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Chesapeake Asset Management’s SoFi Technologies SOFI Stock Holding History

Chesapeake Asset 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
Q2 		– Sell
-62
Closed -$721 – 512
2025
Q1 		$721 Buy
+62
New +$894 ﹤0.01% 401
2024
Q2 		– Sell
-316
Closed -$2.31K – 362
2024
Q1 		$2.31K Hold
316
– – ﹤0.01% 273
2023
Q4 		$3.14K Sell
316
-300
-49% -$2.38K ﹤0.01% 333
2023
Q3 		$4.92K Buy
616
+300
+95% +$2.64K ﹤0.01% 314
2023
Q2 		$2.63K Hold
316
– – ﹤0.01% 347
2023
Q1 		$1.92K Buy
+316
New +$1.92K ﹤0.01% 362

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chesapeake Asset Management's SOFI Position: Q2 2025 in Review

Chesapeake Asset Management sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 62 shares — an estimated $721 sold.

Chesapeake Asset Management first reported a position in SOFI in Q1 2023 and held it in 6 quarters. The position peaked at $4.92K in Q3 2023. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Chesapeake Asset Management reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Chesapeake Asset Management sold 62 SoFi Technologies shares in Q2 2025, an estimated $721.
  • Chesapeake Asset Management first reported a position in SoFi Technologies in Q1 2023 and held it in 6 quarters.
  • Chesapeake Asset Management's SoFi Technologies position peaked at $4.92K in Q3 2023.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.