FSA Wealth Management’s SoFi Technologies SOFI Stock Holding History

FSA 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	$3.33K	Buy	126 +125	+12,500%	+$2.97K	﹤0.01%	452
2025 Q2	$18	Hold	1	–	–	﹤0.01%	545
2025 Q1	$12	Hold	1	–	–	﹤0.01%	507
2024 Q4	$15	Hold	1	–	–	﹤0.01%	563
2024 Q3	$8	Buy	+1	New	+$7	﹤0.01%	559
2024 Q1	$7	Hold	1	–	–	﹤0.01%	618
2023 Q4	$0	Buy	+1	New	+$8	﹤0.01%	593

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

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

FSA Wealth Management increased its SoFi Technologies (SOFI) stake by 12,500% in Q3 2025, buying an estimated $2.97K and bringing the position to 126 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

FSA Wealth Management first reported a position in SOFI in Q4 2023 and has held it in 7 quarters since. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

FSA Wealth Management held 126 shares of SoFi Technologies worth $3.33K as of Q3 2025.
FSA Wealth Management bought 125 SoFi Technologies shares in Q3 2025, an estimated $2.97K.
SoFi Technologies made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #452 holding.
FSA Wealth Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 7 quarters since.
912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.