Corient Private Wealth
SOFI icon

Corient Private Wealth’s SoFi Technologies SOFI Stock Holding History

Corient Private Wealth’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 		$2.38M Sell
181,921
-694,805
-79% -$14.6M ﹤0.01% 1173
2025
Q4 		$9.56M Buy
876,726
+730,992
+502% +$20.4M 0.01% 792
2025
Q3 		$3.85M Buy
145,734
+20,443
+16% +$485K 0.01% 802
2025
Q2 		$2.26M Buy
125,291
+22,069
+21% +$291K ﹤0.01% 990
2025
Q1 		$1.2M Buy
103,222
+15,604
+18% +$225K ﹤0.01% 1209
2024
Q4 		$1.35M Sell
87,618
-11,104
-11% -$144K ﹤0.01% 1174
2024
Q3 		$776K Buy
98,722
+25,375
+35% +$184K ﹤0.01% 1526
2024
Q2 		$485K Buy
73,347
+6,198
+9% +$43.7K ﹤0.01% 1658
2024
Q1 		$490K Sell
67,149
-3,172
-5% -$25.2K ﹤0.01% 1634
2023
Q4 		$700K Buy
70,321
+2,588
+4% +$20.6K ﹤0.01% 1440
2023
Q3 		$541K Buy
67,733
+10,210
+18% +$89.8K ﹤0.01% 1451
2023
Q2 		$480K Sell
57,523
-853
-1% -$5.56K ﹤0.01% 1469
2023
Q1 		$354K Buy
58,376
+17,106
+41% +$104K ﹤0.01% 1526
2022
Q4 		$189K Buy
+41,270
New +$205K ﹤0.01% 1501

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