JF
SOFI icon

Joule Financial’s SoFi Technologies SOFI Stock Holding History

Joule Financial’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 		– Sell
-21,981
Closed -$575K – 117
2025
Q4 		$575K Sell
21,981
-564
-3% -$15.7K 0.17% 56
2025
Q3 		$596K Sell
22,545
-27,031
-55% -$641K 0.18% 56
2025
Q2 		$903K Buy
+49,576
New +$654K 0.29% 42
2023
Q4 		– Sell
-15,653
Closed -$125K – 121
2023
Q3 		$125K Buy
+15,653
New +$138K 0.06% 96

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VCM
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VPM
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
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