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Guerra Advisors’s SoFi Technologies SOFI Stock Holding History

Guerra 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
Q3 		$87.9K Buy
+3,326
New +$78.9K 0.03% 133
2025
Q1 		– Sell
-28,915
Closed -$445K – 66
2024
Q4 		$445K Buy
+28,915
New +$376K 0.25% 56

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Guerra Advisors's SOFI Position: Q3 2025 in Review

Guerra Advisors opened a new position in SoFi Technologies (SOFI) in Q3 2025: 3,326 shares worth $87.9K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings. This is a return to the name: Guerra Advisors previously reported a position in SOFI as recently as Q4 2024.

Guerra Advisors first reported a position in SOFI in Q4 2024 and has held it in 2 quarters since. The position peaked at $445K in Q4 2024. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Guerra Advisors held 3,326 shares of SoFi Technologies worth $87.9K as of Q3 2025.
  • SoFi Technologies was a new Guerra Advisors position in Q3 2025.
  • SoFi Technologies made up 0.03% of Guerra Advisors's portfolio in Q3 2025, its #133 holding.
  • Guerra Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 2 quarters since.
  • Guerra Advisors's SoFi Technologies position peaked at $445K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.