GAMMA Investing’s SoFi Technologies SOFI Stock Holding History

GAMMA Investing’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 Q2	$255K	Buy	14,202 +3,280	+30%	+$55.6K	0.01%	1085
2026 Q1	$173K	Buy	10,922 +138	+1%	+$2.91K	0.01%	1226
2025 Q4	$282K	Buy	10,784 +1,220	+13%	+$34K	0.01%	805
2025 Q3	$253K	Buy	9,564 +1,006	+12%	+$23.9K	0.01%	829
2025 Q2	$156K	Buy	8,558 +275	+3%	+$3.63K	0.01%	1083
2025 Q1	$96.3K	Buy	8,283 +2,358	+40%	+$34K	0.01%	1292
2024 Q4	$91.2K	Buy	5,925 +1,703	+40%	+$22.1K	0.01%	1186
2024 Q3	$33.2K	Sell	4,222 -795	-16%	-$5.78K	﹤0.01%	1773
2024 Q2	$33.2K	Buy	5,017 +1,981	+65%	+$14K	﹤0.01%	1493
2024 Q1	$22.2K	Buy	3,036 +308	+11%	+$2.45K	﹤0.01%	1580
2023 Q4	$21.4K	Buy	+2,728	New	+$21.7K	0.01%	1460

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM