Clay Northam Wealth Management’s SoFi Technologies SOFI Stock Holding History

Clay Northam Wealth 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 Q4	–	Sell	-16,665	Closed	-$440K	–	106
2025 Q3	$440K	Hold	16,665	–	–	0.25%	56
2025 Q2	$303K	Hold	16,665	–	–	0.19%	65
2025 Q1	$194K	Buy	16,665 +1,329	+9%	+$19.2K	0.14%	86
2024 Q4	$236K	Hold	15,336	–	–	0.15%	82
2024 Q3	$121K	Hold	15,336	–	–	0.08%	91
2024 Q2	$101K	Buy	15,336 +3,858	+34%	+$27.2K	0.08%	86
2024 Q1	$83.8K	Buy	+11,478	New	+$91.2K	0.07%	87

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Clay Northam Wealth Management's SOFI Position: Q4 2025 in Review

Clay Northam Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 16,665 shares — an estimated $440K sold.

Clay Northam Wealth Management first reported a position in SOFI in Q1 2024 and held it in 7 quarters. The position peaked at $440K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Clay Northam Wealth Management reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Clay Northam Wealth Management sold 16,665 SoFi Technologies shares in Q4 2025, an estimated $440K.
Clay Northam Wealth Management first reported a position in SoFi Technologies in Q1 2024 and held it in 7 quarters.
Clay Northam Wealth Management's SoFi Technologies position peaked at $440K in Q3 2025.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Clay Northam Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.