Envestnet Portfolio Solutions
SOFI icon

Envestnet Portfolio Solutions’s SoFi Technologies SOFI Stock Holding History

Envestnet Portfolio Solutions’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 		– Sell
-12,711
Closed -$333K – 1488
2025
Q4 		$333K Sell
12,711
-87
-0.7% -$2.42K ﹤0.01% 1233
2025
Q3 		$338K Sell
12,798
-3,650
-22% -$86.6K ﹤0.01% 1189
2025
Q2 		$300K Sell
16,448
-1,310
-7% -$17.3K ﹤0.01% 1334
2025
Q1 		$207K Sell
17,758
-4,984
-22% -$71.8K ﹤0.01% 1492
2024
Q4 		$350K Buy
22,742
+581
+3% +$7.55K ﹤0.01% 1426
2024
Q3 		$174K Buy
22,161
+10,012
+82% +$72.8K ﹤0.01% 1662
2024
Q2 		$80.3K Buy
12,149
+1,259
+12% +$8.88K ﹤0.01% 1615
2024
Q1 		$79.5K Buy
+10,890
New +$86.5K ﹤0.01% 1584

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