IWN
SOFI icon

Independent Wealth Network’s SoFi Technologies SOFI Stock Holding History

Independent Wealth Network’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
Q3 		– Sell
-15,715
Closed -$286K – 288
2025
Q2 		$286K Sell
15,715
-401
-2% -$5.29K 0.1% 200
2025
Q1 		$187K Sell
16,116
-5,648
-26% -$81.4K 0.07% 234
2024
Q4 		$335K Sell
21,764
-572
-3% -$7.43K 0.14% 165
2024
Q3 		$176K Buy
22,336
+1,552
+7% +$11.3K 0.08% 216
2024
Q2 		$137K Buy
20,784
+358
+2% +$2.52K 0.06% 209
2024
Q1 		$149K Buy
20,426
+825
+4% +$6.55K 0.07% 214
2023
Q4 		$195K Buy
19,601
+6,949
+55% +$55.2K 0.1% 202
2023
Q3 		$101K Sell
12,652
-970
-7% -$8.53K 0.06% 195
2023
Q2 		$114K Sell
13,622
-4,575
-25% -$29.8K 0.07% 200
2023
Q1 		$110K Sell
18,197
-11,016
-38% -$66.8K 0.07% 191
2022
Q4 		$135K Buy
29,213
+5,910
+25% +$29.3K 0.09% 185
2022
Q3 		$114K Buy
23,303
+9,454
+68% +$59.8K 0.09% 166
2022
Q2 		$73K Buy
13,849
+2,569
+23% +$17.4K 0.05% 183
2022
Q1 		$107K Buy
+11,280
New +$130K 0.07% 195

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Independent Wealth Network's SOFI Position: Q3 2025 in Review

Independent Wealth Network sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 15,715 shares — an estimated $286K sold.

Independent Wealth Network first reported a position in SOFI in Q1 2022 and held it in 14 quarters. The position peaked at $335K in Q4 2024. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Independent Wealth Network reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Independent Wealth Network sold 15,715 SoFi Technologies shares in Q3 2025, an estimated $286K.
  • Independent Wealth Network first reported a position in SoFi Technologies in Q1 2022 and held it in 14 quarters.
  • Independent Wealth Network's SoFi Technologies position peaked at $335K in Q4 2024.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Independent Wealth Network's 13F filing for Q3 2025, filed 15 Oct 2025.