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FullCircle Wealth’s SoFi Technologies SOFI Stock Holding History

FullCircle Wealth’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 		$394K Hold
13,400
– – 0.14% 164
2025
Q2 		$292K Buy
13,400
+100
+0.8% +$1.32K 0.11% 193
2025
Q1 		$176K Sell
13,300
-600
-4% -$8.65K 0.07% 235
2024
Q4 		$211K Sell
13,900
-134
-1% -$1.74K 0.09% 194
2024
Q3 		$157K Hold
14,034
– – 0.07% 177
2024
Q2 		$99.6K Buy
+14,034
New +$99K 0.05% 164

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FullCircle Wealth's SOFI Position: Q3 2025 in Review

FullCircle Wealth held its SoFi Technologies (SOFI) position steady in Q3 2025 at 13,400 shares worth $394K. The position accounts for 0.14% of the portfolio, ranked #164.

FullCircle Wealth first reported a position in SOFI in Q2 2024 and has held it in 6 quarters since. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • FullCircle Wealth held 13,400 shares of SoFi Technologies worth $394K as of Q3 2025.
  • FullCircle Wealth left its SoFi Technologies share count unchanged in Q3 2025.
  • SoFi Technologies made up 0.14% of FullCircle Wealth's portfolio in Q3 2025, its #164 holding.
  • FullCircle Wealth first reported a position in SoFi Technologies in Q2 2024 and has held it in 6 quarters since.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.