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Evolution Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Evolution Wealth Advisors’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
-18,715
Closed -$341K – 177
2025
Q2 		$341K Sell
18,715
-200
-1% -$2.64K 0.05% 119
2025
Q1 		$220K Buy
18,915
+3,685
+24% +$53.1K 0.04% 138
2024
Q4 		$235K Buy
+15,230
New +$198K 0.04% 127
2021
Q4 		– Sell
-500
Closed -$8K – 550
2021
Q3 		$8K Hold
500
– – ﹤0.01% 432
2021
Q2 		$10K Hold
500
– – ﹤0.01% 415
2021
Q1 		$9K Buy
+500
New +$9.87K ﹤0.01% 433

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
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

Evolution Wealth Advisors's SOFI Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 18,715 shares — an estimated $341K sold.

Evolution Wealth Advisors first reported a position in SOFI in Q1 2021 and held it in 6 quarters. The position peaked at $341K in Q2 2025. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Evolution Wealth Advisors reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 18,715 SoFi Technologies shares in Q3 2025, an estimated $341K.
  • Evolution Wealth Advisors first reported a position in SoFi Technologies in Q1 2021 and held it in 6 quarters.
  • Evolution Wealth Advisors's SoFi Technologies position peaked at $341K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.