City State Bank’s SoFi Technologies SOFI Stock Holding History

City State Bank’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	$32	Hold	2	–	–	﹤0.01%	782
2025 Q4	$52	Hold	2	–	–	﹤0.01%	761
2025 Q3	$53	Sell	2 -248	-99%	-$5.88K	﹤0.01%	737
2025 Q2	$4.55K	Sell	250 -5,000	-95%	-$65.9K	﹤0.01%	596
2025 Q1	$61.1K	Buy	5,250 +5,000	+2,000%	+$72.1K	0.02%	310
2024 Q4	$3.85K	Sell	250 -250	-50%	-$3.25K	﹤0.01%	604
2024 Q3	$3.93K	Buy	500 +300	+150%	+$2.18K	﹤0.01%	601
2024 Q2	$1.32K	Hold	200	–	–	﹤0.01%	656
2024 Q1	$1K	Hold	200	–	–	﹤0.01%	701
2023 Q4	$2K	Buy	+200	New	+$1.59K	﹤0.01%	625

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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