Focus Partners Advisor Solutions’s SoFi Technologies SOFI Stock Holding History

Focus Partners Advisor 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	$215K	Sell	13,532 -9,834	-42%	-$207K	﹤0.01%	1130
2025 Q4	$612K	Buy	23,366 +465	+2%	+$13K	0.01%	653
2025 Q3	$654K	Buy	22,901 +4,225	+23%	+$100K	0.01%	658
2025 Q2	$339K	Sell	18,676 -5,549	-23%	-$73.2K	﹤0.01%	805
2025 Q1	$282K	Buy	24,225 +3,667	+18%	+$52.8K	﹤0.01%	782
2024 Q4	$317K	Buy	20,558 +2,912	+17%	+$37.8K	0.01%	591
2024 Q3	$139K	Buy	17,646 +966	+6%	+$7.02K	﹤0.01%	729
2024 Q2	$110K	Sell	16,680 -976	-6%	-$6.88K	﹤0.01%	623
2024 Q1	$129K	Buy	+17,656	New	+$140K	﹤0.01%	593

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

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