Choreo LLC’s SoFi Technologies SOFI Stock Holding History

Choreo LLC’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 Q2	–	Sell	-13,032	Closed	-$207K	–	1779
2026 Q1	$207K	Sell	13,032 -9,410	-42%	-$198K	﹤0.01%	1464
2025 Q4	$596K	Sell	22,442 -13,739	-38%	-$383K	0.01%	841
2025 Q3	$956K	Buy	36,181 +7,334	+25%	+$174K	0.01%	620
2025 Q2	$525K	Buy	28,847 +12,783	+80%	+$169K	0.01%	868
2025 Q1	$187K	Sell	16,064 -3,789	-19%	-$54.6K	﹤0.01%	1322
2024 Q4	$310K	Buy	19,853 +2,696	+16%	+$35K	﹤0.01%	1169
2024 Q3	$131K	Buy	17,157 +1,407	+9%	+$10.2K	﹤0.01%	1510
2024 Q2	$101K	Buy	+15,750	New	+$111K	﹤0.01%	1401

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Choreo LLC's SOFI Position: Q2 2026 in Review

Choreo LLC sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 13,032 shares — an estimated $207K sold.

Choreo LLC first reported a position in SOFI in Q2 2024 and held it in 8 quarters. The position peaked at $956K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Choreo LLC reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Choreo LLC sold 13,032 SoFi Technologies shares in Q2 2026, an estimated $207K.
Choreo LLC first reported a position in SoFi Technologies in Q2 2024 and held it in 8 quarters.
Choreo LLC's SoFi Technologies position peaked at $956K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.