GWSG
SOFI icon

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 – 1432
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 – 941
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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GPS Wealth Strategies Group's SOFI Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 507 shares — an estimated $13.4K sold.

GPS Wealth Strategies Group first reported a position in SOFI in Q2 2022 and held it in 8 quarters. The position peaked at $17.8K in Q4 2024. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 507 SoFi Technologies shares in Q4 2025, an estimated $13.4K.
  • GPS Wealth Strategies Group first reported a position in SoFi Technologies in Q2 2022 and held it in 8 quarters.
  • GPS Wealth Strategies Group's SoFi Technologies position peaked at $17.8K in Q4 2024.
  • 1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.