HIA
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Harbor Investment Advisory’s SoFi Technologies SOFI Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-22,300
Closed -$343K – 1203
2024
Q4 		$343K Hold
22,300
– – 0.03% 283
2024
Q3 		$175K Hold
22,300
– – 0.02% 364
2024
Q2 		$147K Hold
22,300
– – 0.02% 377
2024
Q1 		$163K Hold
22,300
– – 0.02% 372
2023
Q4 		$222K Hold
22,300
– – 0.03% 310
2023
Q3 		$178K Sell
22,300
-1,312
-6% -$11.5K 0.02% 324
2023
Q2 		$197K Hold
23,612
– – 0.03% 352
2023
Q1 		$143K Hold
23,612
– – 0.02% 415
2022
Q4 		$109K Hold
23,612
– – 0.02% 474
2022
Q3 		$115K Hold
23,612
– – 0.02% 434
2022
Q2 		$124K Buy
+23,612
New +$160K 0.02% 445

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
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return