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Integrated Advisors Network’s SoFi Technologies SOFI Stock Holding History

Integrated Advisors 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
Q2 		– Sell
-50,524
Closed -$588K – 796
2025
Q1 		$588K Buy
50,524
+750
+2% +$10.8K 0.03% 431
2024
Q4 		$767K Sell
49,774
-2,599
-5% -$33.8K 0.04% 354
2024
Q3 		$412K Buy
52,373
+63
+0.1% +$458 0.02% 526
2024
Q2 		$346K Sell
52,310
-250
-0.5% -$1.76K 0.02% 542
2024
Q1 		$384K Buy
52,560
+1,798
+4% +$14.3K 0.02% 534
2023
Q4 		$505K Buy
50,762
+200
+0.4% +$1.59K 0.03% 429
2023
Q3 		$404K Sell
50,562
-200
-0.4% -$1.76K 0.02% 481
2023
Q2 		$423K Sell
50,762
-27
-0.1% -$176 0.02% 475
2023
Q1 		$308K Sell
50,789
-1,343
-3% -$8.14K 0.02% 537
2022
Q4 		$240K Buy
52,132
+24,597
+89% +$122K 0.02% 550
2022
Q3 		$134K Buy
27,535
+77
+0.3% +$487 0.01% 609
2022
Q2 		$145K Buy
+27,458
New +$186K 0.01% 631

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Advisors Network's SOFI Position: Q2 2025 in Review

Integrated Advisors Network sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 50,524 shares — an estimated $588K sold.

Integrated Advisors Network first reported a position in SOFI in Q2 2022 and held it in 12 quarters. The position peaked at $767K in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Integrated Advisors Network reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
  • Integrated Advisors Network sold 50,524 SoFi Technologies shares in Q2 2025, an estimated $588K.
  • Integrated Advisors Network first reported a position in SoFi Technologies in Q2 2022 and held it in 12 quarters.
  • Integrated Advisors Network's SoFi Technologies position peaked at $767K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Integrated Advisors Network's 13F filing for Q2 2025, filed 12 Aug 2025.