Key Client Fiduciary Advisors’s SoFi Technologies SOFI Stock Holding History

Key Client Fiduciary 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 Q2	$255K	Buy	14,224 +513	+4%	+$8.69K	0.07%	189
2026 Q1	$218K	Sell	13,711 -1,457	-10%	-$30.7K	0.07%	192
2025 Q4	$397K	Buy	15,168 +1,067	+8%	+$29.7K	0.14%	132
2025 Q3	$373K	Buy	14,101 +419	+3%	+$9.94K	0.13%	142
2025 Q2	$249K	Sell	13,682 -410	-3%	-$5.41K	0.1%	169
2025 Q1	$164K	Buy	14,092 +1,445	+11%	+$20.8K	0.08%	183
2024 Q4	$195K	Buy	+12,647	New	+$164K	0.09%	184

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return