CFS
SOFI icon

Coordinated Financial Services’s SoFi Technologies SOFI Stock Holding History

Coordinated Financial Services’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 		$303K Buy
19,100
+1,500
+9% +$31.6K 0.18% 144
2025
Q4 		$461K Sell
17,600
-1,775
-9% -$49.5K 0.27% 103
2025
Q3 		$512K Sell
19,375
-3,925
-17% -$93.1K 0.33% 91
2025
Q2 		$424K Sell
23,300
-2,400
-9% -$31.6K 0.29% 91
2025
Q1 		$299K Buy
25,700
+600
+2% +$8.65K 0.23% 109
2024
Q4 		$387K Buy
+25,100
New +$326K 0.3% 93
2024
Q2 		$158K Hold
23,900
– – 0.14% 128
2024
Q1 		$174K Buy
+23,900
New +$190K 0.15% 131

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