Drive Wealth Management’s SoFi Technologies SOFI Stock Holding History

Drive Wealth 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
2025 Q3	–	Sell	-40,546	Closed	-$738K	–	389
2025 Q2	$738K	Buy	40,546 +563	+1%	+$7.42K	0.16%	118
2025 Q1	$465K	Buy	39,983 +428	+1%	+$6.17K	0.11%	148
2024 Q4	$609K	Buy	39,555 +205	+0.5%	+$2.66K	0.15%	111
2024 Q3	$309K	Buy	39,350 +4,063	+12%	+$29.5K	0.08%	204
2024 Q2	$233K	Buy	35,287 +11	+0%	+$78	0.06%	251
2024 Q1	$258K	Sell	35,276 -560	-2%	-$4.45K	0.07%	229
2023 Q4	$357K	Sell	35,836 -40	-0.1%	-$318	0.12%	167
2023 Q3	$287K	Hold	35,876	–	–	0.1%	179
2023 Q2	$299K	Sell	35,876 -10	-0%	-$65	0.11%	175
2023 Q1	$218K	Buy	+35,886	New	+$218K	0.09%	238

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Bank of America

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return