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GPS Wealth Strategies Group’s SoFi Technologies SOFI Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-507
Closed -$13.4K – 1433
2025
Q3 		$13.4K Sell
507
-400
-44% -$9.49K ﹤0.01% 1018
2025
Q2 		$16.5K Sell
907
-250
-22% -$3.3K ﹤0.01% 900
2025
Q1 		$13.5K Hold
1,157
– – ﹤0.01% 932
2024
Q4 		$17.8K Hold
1,157
– – ﹤0.01% 818
2024
Q3 		$9.09K Hold
1,157
– – ﹤0.01% 966
2024
Q2 		$7.65K Buy
+1,157
New +$8.16K ﹤0.01% 974
2022
Q4 		– Sell
-470
Closed -$2K – 943
2022
Q3 		$2K Hold
470
– – ﹤0.01% 1049
2022
Q2 		$2K Buy
+470
New +$3.18K ﹤0.01% 1039

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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
UBS Group
UBS Group Zurich, Switzerland $564B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM