HSA
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HBK Sorce Advisory’s SoFi Technologies SOFI Stock Holding History

HBK Sorce 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
Q4 		– Sell
-8,629
Closed -$242K – 667
2025
Q3 		$242K Buy
+8,629
New +$205K 0.01% 524
2023
Q1 		– Sell
-15,060
Closed -$69K – 794
2022
Q4 		$69K Buy
+15,060
New +$74.7K ﹤0.01% 706
2022
Q2 		– Sell
-10,722
Closed -$101K – 546
2022
Q1 		$101K Sell
10,722
-1,911
-15% -$21.9K 0.01% 529
2021
Q4 		$200K Buy
+12,633
New +$232K 0.01% 559

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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
UBS Group
UBS Group Zurich, Switzerland $564B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM