Evercore Wealth Management’s SoFi Technologies SOFI Stock Holding History

Evercore 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 Q1	–	Sell	-25,000	Closed	-$385K	–	433
2024 Q4	$385K	Hold	25,000	–	–	0.01%	309
2024 Q3	$197K	Sell	25,000 -10,849	-30%	-$78.9K	﹤0.01%	405
2024 Q2	$237K	Buy	35,849 +25,000	+230%	+$176K	﹤0.01%	367
2024 Q1	$79.2K	Hold	10,849	–	–	﹤0.01%	416
2023 Q4	$108K	Hold	10,849	–	–	﹤0.01%	424
2023 Q3	$86.7K	Hold	10,849	–	–	﹤0.01%	399
2023 Q2	$90.5K	Hold	10,849	–	–	﹤0.01%	408
2023 Q1	$65.9K	Hold	10,849	–	–	﹤0.01%	399
2022 Q4	$50K	Hold	10,849	–	–	﹤0.01%	392
2022 Q3	$53K	Hold	10,849	–	–	﹤0.01%	374
2022 Q2	$57K	Hold	10,849	–	–	﹤0.01%	386
2022 Q1	$103K	Hold	10,849	–	–	﹤0.01%	425
2021 Q4	$172K	Buy	+10,849	New	+$199K	﹤0.01%	416

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evercore Wealth Management's SOFI Position: Q1 2025 in Review

Evercore Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 25,000 shares — an estimated $385K sold.

Evercore Wealth Management first reported a position in SOFI in Q4 2021 and held it in 13 quarters. The position peaked at $385K in Q4 2024. 716 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Evercore Wealth Management reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Evercore Wealth Management sold 25,000 SoFi Technologies shares in Q1 2025, an estimated $385K.
Evercore Wealth Management first reported a position in SoFi Technologies in Q4 2021 and held it in 13 quarters.
Evercore Wealth Management's SoFi Technologies position peaked at $385K in Q4 2024.
716 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.