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Glass Jacobson Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Glass Jacobson Investment Advisors’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
Q2 		– Sell
-1,300
Closed -$20K – 806
2025
Q1 		$20K Hold
1,300
– – 0.01% 507
2024
Q4 		$20K Sell
1,300
-200
-13% -$2.6K 0.01% 507
2024
Q3 		$11.8K Hold
1,500
– – ﹤0.01% 549
2024
Q2 		$9.91K Hold
1,500
– – ﹤0.01% 550
2024
Q1 		$10.9K Hold
1,500
– – ﹤0.01% 545
2023
Q4 		$14.9K Hold
1,500
– – 0.01% 484
2023
Q3 		$12K Hold
1,500
– – 0.01% 484
2023
Q2 		$12.5K Buy
+1,500
New +$9.78K 0.01% 481
2022
Q4 		$5.07K Buy
+1,100
New +$5.46K ﹤0.01% 589

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glass Jacobson Investment Advisors's SOFI Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 1,300 shares — an estimated $20K sold.

Glass Jacobson Investment Advisors first reported a position in SOFI in Q4 2022 and held it in 9 quarters. The position peaked at $20K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,300 SoFi Technologies shares in Q2 2025, an estimated $20K.
  • Glass Jacobson Investment Advisors first reported a position in SoFi Technologies in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's SoFi Technologies position peaked at $20K in Q1 2025.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.