Heartwood Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Heartwood Wealth Advisors’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	-141	Closed	-$3.73K	–	535
2025 Q3	$3.73K	Buy	+141	New	+$3.35K	﹤0.01%	437

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Heartwood Wealth Advisors's SOFI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 141 shares — an estimated $3.73K sold.

Heartwood Wealth Advisors first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $3.73K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 141 SoFi Technologies shares in Q4 2025, an estimated $3.73K.
Heartwood Wealth Advisors first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's SoFi Technologies position peaked at $3.73K in Q3 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.