Focused Wealth Management’s SoFi Technologies SOFI Stock Holding History

Focused Wealth Management’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	-14,899	Closed	-$271K	–	235
2025 Q2	$271K	Buy	14,899 +1,950	+15%	+$25.7K	0.03%	141
2025 Q1	$151K	Buy	+12,949	New	+$187K	0.02%	172
2024 Q4	–	Sell	-1,194	Closed	-$9.38K	–	251
2024 Q3	$9.38K	Buy	+1,194	New	+$8.68K	﹤0.01%	236
2024 Q1	–	Sell	-1,154	Closed	-$11.5K	–	848
2023 Q4	$11.5K	Buy	1,154 +673	+140%	+$5.35K	﹤0.01%	523
2023 Q3	$3.84K	Buy	481 +81	+20%	+$712	﹤0.01%	685
2023 Q2	$3.34K	Sell	400 -400	-50%	-$2.61K	﹤0.01%	736
2023 Q1	$4.86K	Hold	800	–	–	﹤0.01%	677
2022 Q4	$3.69K	Hold	800	–	–	﹤0.01%	712
2022 Q3	$4K	Hold	800	–	–	﹤0.01%	675
2022 Q2	$4K	Hold	800	–	–	﹤0.01%	664
2022 Q1	$8K	Sell	800 -800	-50%	-$9.19K	﹤0.01%	593
2021 Q4	$25K	Buy	1,600 +450	+39%	+$8.26K	﹤0.01%	462
2021 Q3	$18K	Buy	1,150 +500	+77%	+$7.84K	﹤0.01%	527
2021 Q2	$12K	Buy	650 +400	+160%	+$7.42K	﹤0.01%	584
2021 Q1	$4K	Buy	+250	New	+$4.94K	﹤0.01%	754

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Focused Wealth Management's SOFI Position: Q3 2025 in Review

Focused Wealth Management sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 14,899 shares — an estimated $271K sold.

Focused Wealth Management first reported a position in SOFI in Q1 2021 and held it in 15 quarters. The position peaked at $271K in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Focused Wealth Management reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Focused Wealth Management sold 14,899 SoFi Technologies shares in Q3 2025, an estimated $271K.
Focused Wealth Management first reported a position in SoFi Technologies in Q1 2021 and held it in 15 quarters.
Focused Wealth Management's SoFi Technologies position peaked at $271K in Q2 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.