Frazier Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Frazier Financial 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 Q4	–	Sell	-16	Closed	-$423	–	701
2025 Q3	$423	Sell	16 -11	-41%	-$261	﹤0.01%	597
2025 Q2	$492	Hold	27	–	–	﹤0.01%	566
2025 Q1	$315	Sell	27 -30	-53%	-$432	﹤0.01%	551
2024 Q4	$891	Buy	57 +30	+111%	+$390	﹤0.01%	547
2024 Q3	$213	Hold	27	–	–	﹤0.01%	791
2024 Q2	$179	Hold	27	–	–	﹤0.01%	923
2024 Q1	$198	Buy	+27	New	+$214	﹤0.01%	867

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Frazier Financial Advisors's SOFI Position: Q4 2025 in Review

Frazier Financial Advisors sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 16 shares — an estimated $423 sold.

Frazier Financial Advisors first reported a position in SOFI in Q1 2024 and held it in 7 quarters. The position peaked at $891 in Q4 2024. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Frazier Financial Advisors reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Frazier Financial Advisors sold 16 SoFi Technologies shares in Q4 2025, an estimated $423.
Frazier Financial Advisors first reported a position in SoFi Technologies in Q1 2024 and held it in 7 quarters.
Frazier Financial Advisors's SoFi Technologies position peaked at $891 in Q4 2024.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Frazier Financial Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.