Focus Partners Wealth
SOFI icon

Focus Partners Wealth’s SoFi Technologies SOFI Stock Holding History

Focus Partners Wealth’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 		$4.08M Sell
257,143
-11,422
-4% -$241K ﹤0.01% 1008
2025
Q4 		$7.03M Sell
268,565
-31,304
-10% -$872K 0.01% 821
2025
Q3 		$7.92M Sell
299,869
-16,491
-5% -$391K 0.01% 624
2025
Q2 		$5.76M Buy
316,360
+2,018
+0.6% +$26.6K 0.01% 641
2025
Q1 		$3.66M Buy
314,342
+12,831
+4% +$185K 0.01% 715
2024
Q4 		$4.64M Buy
301,511
+31,551
+12% +$410K 0.01% 625
2024
Q3 		$34.9M Buy
269,960
+155,065
+135% +$1.13M 0.11% 185
2024
Q2 		$759K Sell
114,895
-5,518
-5% -$38.9K ﹤0.01% 858
2024
Q1 		$879K Buy
120,413
+307
+0.3% +$2.44K 0.01% 628
2023
Q4 		$1.2M Buy
+120,106
New +$955K 0.02% 426

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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