Guggenheim Capital’s SoFi Technologies SOFI Stock Holding History

Guggenheim Capital’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	–	Sell	-11,350	Closed	-$207K	–	1658
2025 Q2	$207K	Sell	11,350 -1,009	-8%	-$13.3K	﹤0.01%	1507
2025 Q1	$144K	Buy	+12,359	New	+$178K	﹤0.01%	1576
2024 Q4	–	Sell	-10,843	Closed	-$85.2K	–	1895
2024 Q3	$85.2K	Buy	+10,843	New	+$78.8K	﹤0.01%	1837
2024 Q2	–	Sell	-18,411	Closed	-$134K	–	1935
2024 Q1	$134K	Buy	+18,411	New	+$146K	﹤0.01%	1831
2022 Q3	–	Sell	-12,857	Closed	-$68K	–	2032
2022 Q2	$68K	Sell	12,857 -12,170	-49%	-$82.2K	﹤0.01%	2026
2022 Q1	$237K	Buy	25,027 +6,858	+38%	+$78.8K	﹤0.01%	1979
2021 Q4	$287K	Buy	+18,169	New	+$333K	﹤0.01%	1891

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 $3.38T AUM 44.17% 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

Guggenheim Capital's SOFI Position: Q3 2025 in Review

Guggenheim Capital sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 11,350 shares — an estimated $207K sold.

Guggenheim Capital first reported a position in SOFI in Q4 2021 and held it in 7 quarters. The position peaked at $287K in Q4 2021. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

Guggenheim Capital reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
Guggenheim Capital sold 11,350 SoFi Technologies shares in Q3 2025, an estimated $207K.
Guggenheim Capital first reported a position in SoFi Technologies in Q4 2021 and held it in 7 quarters.
Guggenheim Capital's SoFi Technologies position peaked at $287K in Q4 2021.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.