Coldstream Capital Management’s SoFi Technologies SOFI Stock Holding History

Coldstream Capital 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
2026 Q1	$392K	Buy	24,693 +11,211	+83%	+$236K	﹤0.01%	831
2025 Q4	$353K	Buy	13,482 +1,624	+14%	+$45.3K	﹤0.01%	845
2025 Q3	$313K	Buy	+11,858	New	+$281K	﹤0.01%	920
2025 Q2	–	Sell	-10,757	Closed	-$125K	–	3028
2025 Q1	$125K	Sell	10,757 -3,934	-27%	-$56.7K	﹤0.01%	1232
2024 Q4	$226K	Buy	14,691 +2,865	+24%	+$37.2K	﹤0.01%	958
2024 Q3	$121K	Buy	+11,826	New	+$86K	﹤0.01%	1059

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