HB Wealth Management’s SoFi Technologies SOFI Stock Holding History

HB Wealth Management’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
2026 Q1	$234K	Buy	14,757 +4,758	+48%	+$100K	﹤0.01%	1357
2025 Q4	$262K	Buy	9,999 +1,125	+13%	+$31.3K	﹤0.01%	1207
2025 Q3	$234K	Buy	+8,874	New	+$211K	﹤0.01%	1195
2025 Q1	–	Sell	-14,325	Closed	-$221K	–	1276
2024 Q4	$221K	Sell	14,325 -11,102	-44%	-$144K	﹤0.01%	938
2024 Q3	$200K	Buy	25,427 +23,235	+1,060%	+$169K	﹤0.01%	900
2024 Q2	$14.5K	Sell	2,192 -21,894	-91%	-$154K	﹤0.01%	932
2024 Q1	$176K	Buy	+24,086	New	+$191K	﹤0.01%	805

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return