Gries Financial’s SoFi Technologies SOFI Stock Holding History

Gries Financial’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	$289K	Buy	+10,928	New	+$259K	0.05%	241

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Gries Financial's SOFI Position: Q3 2025 in Review

Gries Financial opened a new position in SoFi Technologies (SOFI) in Q3 2025: 10,928 shares worth $289K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings.

913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Gries Financial held 10,928 shares of SoFi Technologies worth $289K as of Q3 2025.
SoFi Technologies was a new Gries Financial position in Q3 2025.
SoFi Technologies made up 0.05% of Gries Financial's portfolio in Q3 2025, its #241 holding.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.