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 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

HBK Sorce Advisory's SOFI Position: Q4 2025 in Review

HBK Sorce Advisory sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 8,629 shares — an estimated $242K sold.

HBK Sorce Advisory first reported a position in SOFI in Q4 2021 and held it in 4 quarters. The position peaked at $242K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

HBK Sorce Advisory reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
HBK Sorce Advisory sold 8,629 SoFi Technologies shares in Q4 2025, an estimated $242K.
HBK Sorce Advisory first reported a position in SoFi Technologies in Q4 2021 and held it in 4 quarters.
HBK Sorce Advisory's SoFi Technologies position peaked at $242K in Q3 2025.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on HBK Sorce Advisory's 13F filing for Q4 2025, filed 9 Feb 2026.