Counterpoint Mutual Funds’s SoFi Technologies SOFI Stock Holding History

Counterpoint Mutual Funds’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	-18,186	Closed	-$480K	–	480
2025 Q3	$480K	Buy	+18,186	New	+$432K	0.04%	181

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

Counterpoint Mutual Funds's SOFI Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 18,186 shares — an estimated $480K sold.

Counterpoint Mutual Funds first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $480K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Counterpoint Mutual Funds reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Counterpoint Mutual Funds sold 18,186 SoFi Technologies shares in Q4 2025, an estimated $480K.
Counterpoint Mutual Funds first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Counterpoint Mutual Funds's SoFi Technologies position peaked at $480K in Q3 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.