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	-3,300	Closed	-$60.1K	–	234
2025 Q2	$60.1K	Hold	3,300	–	–	0.01%	200
2025 Q1	$38.4K	Buy	+3,300	New	+$47.6K	0.01%	197
2024 Q4	–	Sell	-24,000	Closed	-$189K	–	250
2024 Q3	$189K	Buy	+24,000	New	+$174K	0.02%	205
2022 Q1	–	Sell	-9,000	Closed	-$20K	–	1098
2021 Q4	$20K	Buy	+9,000	New	+$165K	﹤0.01%	493

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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. 912 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.
912 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.