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First Horizon Advisors’s SoFi Technologies SOFI Stock Holding History

First Horizon 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
Q2 		$39.8K Sell
2,185
-212
-9% -$2.8K ﹤0.01% 1129
2025
Q1 		$27.9K Sell
2,397
-232
-9% -$3.34K ﹤0.01% 1184
2024
Q4 		$40.5K Sell
2,629
-389
-13% -$5.05K ﹤0.01% 1037
2024
Q3 		$23.7K Sell
3,018
-906
-23% -$6.58K ﹤0.01% 1291
2024
Q2 		$25.9K Buy
3,924
+76
+2% +$536 ﹤0.01% 1183
2024
Q1 		$28.1K Buy
+3,848
New +$30.6K ﹤0.01% 1211
2021
Q4 		– Sell
-1,025
Closed -$16K – 2428
2021
Q3 		$16K Hold
1,025
– – ﹤0.01% 1364
2021
Q2 		$19K Hold
1,025
– – ﹤0.01% 1135
2021
Q1 		$17K Buy
+1,025
New +$20.2K ﹤0.01% 1133

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's SOFI Position: Q2 2025 in Review

First Horizon Advisors reduced its SoFi Technologies (SOFI) stake by 8.8% in Q2 2025, selling an estimated $2.8K and leaving 2,185 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

First Horizon Advisors first reported a position in SOFI in Q1 2021 and has held it in 9 quarters since. The position peaked at $40.5K in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • First Horizon Advisors held 2,185 shares of SoFi Technologies worth $39.8K as of Q2 2025.
  • First Horizon Advisors sold 212 SoFi Technologies shares in Q2 2025, an estimated $2.8K.
  • SoFi Technologies made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1129 holding.
  • First Horizon Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 9 quarters since.
  • First Horizon Advisors's SoFi Technologies position peaked at $40.5K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.