Kercheville Advisors’s SoFi Technologies SOFI Stock Holding History

Kercheville 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
2026 Q1	$195K	Sell	12,290 -197,675	-94%	-$4.17M	0.06%	99
2025 Q4	$5.48M	Sell	209,965 -52,825	-20%	-$1.47M	1.44%	23
2025 Q3	$6.94M	Buy	262,790 +100,390	+62%	+$2.38M	2.1%	17
2025 Q2	$2.96M	Buy	+162,400	New	+$2.14M	1.02%	25
2025 Q1	–	Sell	-103,500	Closed	-$1.59M	–	99
2024 Q4	$1.59M	Buy	+103,500	New	+$1.34M	0.62%	34
2024 Q1	–	Sell	-18,600	Closed	-$185K	–	93
2023 Q4	$185K	Sell	18,600 -3,350	-15%	-$26.6K	0.1%	69
2023 Q3	$175K	Buy	+21,950	New	+$193K	0.11%	65

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