HUB Investment Partners’s SoFi Technologies SOFI Stock Holding History

HUB Investment Partners’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	$1.3M	Buy	82,152 +18,336	+29%	+$387K	0.03%	316
2025 Q4	$1.67M	Sell	63,816 -514	-0.8%	-$14.3K	0.05%	234
2025 Q3	$1.7M	Sell	64,330 -16,255	-20%	-$386K	0.06%	211
2025 Q2	$1.47M	Buy	80,585 +49,672	+161%	+$655K	0.05%	219
2025 Q1	$360K	Buy	30,913 +1,138	+4%	+$16.4K	0.01%	401
2024 Q4	$459K	Sell	29,775 -1,334	-4%	-$17.3K	0.02%	325
2024 Q3	$245K	Buy	31,109 +3,317	+12%	+$24.1K	0.01%	435
2024 Q2	$184K	Sell	27,792 -3,000	-10%	-$21.2K	0.01%	449
2024 Q1	$225K	Buy	+30,792	New	+$245K	0.01%	411

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