First Command Bank’s SoFi Technologies SOFI Stock Holding History

First Command Bank’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
2023 Q2	–	Sell	-1,000	Closed	-$6.07K	–	428
2023 Q1	$6.07K	Hold	1,000	–	–	﹤0.01%	343
2022 Q4	$5K	Hold	1,000	–	–	﹤0.01%	353
2022 Q3	$5K	Buy	+1,000	New	+$6.33K	﹤0.01%	354

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

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Command Bank's SOFI Position: Q2 2023 in Review

First Command Bank sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 1,000 shares — an estimated $6.07K sold.

First Command Bank first reported a position in SOFI in Q3 2022 and held it in 3 quarters. The position peaked at $6.07K in Q1 2023. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

First Command Bank reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
First Command Bank sold 1,000 SoFi Technologies shares in Q2 2023, an estimated $6.07K.
First Command Bank first reported a position in SoFi Technologies in Q3 2022 and held it in 3 quarters.
First Command Bank's SoFi Technologies position peaked at $6.07K in Q1 2023.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.