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SOFI icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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