Freestone Capital Holdings’s SoFi Technologies SOFI Stock Holding History

Freestone Capital Holdings’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	$478K	Buy	30,094 +4,031	+15%	+$85K	0.01%	348
2025 Q4	$682K	Buy	26,063 +2,486	+11%	+$69.3K	0.02%	293
2025 Q3	$623K	Sell	23,577 -10,289	-30%	-$244K	0.02%	301
2025 Q2	$617K	Buy	33,866 +3,905	+13%	+$51.5K	0.02%	269
2025 Q1	$348K	Sell	29,961 -16,758	-36%	-$242K	0.01%	333
2024 Q4	$719K	Sell	46,719 -3,875	-8%	-$50.3K	0.02%	249
2024 Q3	$398K	Hold	50,594	–	–	0.01%	327
2024 Q2	$334K	Sell	50,594 -13,756	-21%	-$97K	0.01%	369
2024 Q1	$470K	Buy	+64,350	New	+$511K	0.02%	307

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