Coastal Bridge Advisors’s SoFi Technologies SOFI Stock Holding History

Coastal Bridge Advisors’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	-8,633	Closed	-$228K	–	484
2025 Q3	$228K	Buy	+8,633	New	+$205K	0.02%	407
2023 Q2	–	Sell	-3,000	Closed	-$18.2K	–	177
2023 Q1	$18.2K	Buy	+3,000	New	+$18.2K	﹤0.01%	169

Other funds holding SOFI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Coastal Bridge Advisors's SOFI Position: Q4 2025 in Review

Coastal Bridge Advisors sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 8,633 shares — an estimated $228K sold.

Coastal Bridge Advisors first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $228K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Coastal Bridge Advisors reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Coastal Bridge Advisors sold 8,633 SoFi Technologies shares in Q4 2025, an estimated $228K.
Coastal Bridge Advisors first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
Coastal Bridge Advisors's SoFi Technologies position peaked at $228K in Q3 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Coastal Bridge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.