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Gillson Capital’s SoFi Technologies SOFI Stock Holding History

Gillson Capital’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 		– Sell
-142,000
Closed -$2.59M – 94
2025
Q2 		$2.59M Buy
+142,000
New +$1.87M 0.2% 63
2022
Q2 		– Sell
-384,115
Closed -$3.63M – 237
2022
Q1 		$3.63M Sell
384,115
-117,887
-23% -$1.35M 0.29% 77
2021
Q4 		$7.94M Buy
502,002
+108,732
+28% +$2M 0.52% 65
2021
Q3 		$6.25M Buy
+393,270
New +$6.16M 0.46% 68

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gillson Capital's SOFI Position: Q3 2025 in Review

Gillson Capital sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 142,000 shares — an estimated $2.59M sold.

Gillson Capital first reported a position in SOFI in Q3 2021 and held it in 4 quarters. The position peaked at $7.94M in Q4 2021. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Gillson Capital reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Gillson Capital sold 142,000 SoFi Technologies shares in Q3 2025, an estimated $2.59M.
  • Gillson Capital first reported a position in SoFi Technologies in Q3 2021 and held it in 4 quarters.
  • Gillson Capital's SoFi Technologies position peaked at $7.94M in Q4 2021.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Gillson Capital's 13F filing for Q3 2025, filed 14 Nov 2025.