KF
SOFI icon

Krilogy Financial’s SoFi Technologies SOFI Stock Holding History

Krilogy 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 		$757K Buy
39,784
+22,128
+125% +$466K 0.02% 449
2025
Q4 		$456K Sell
17,656
-1,060
-6% -$29.5K 0.02% 590
2025
Q3 		$563K Buy
18,716
+7,419
+66% +$176K 0.02% 493
2025
Q2 		$206K Buy
+11,297
New +$149K 0.01% 250
2022
Q4 		– Sell
-10,417
Closed -$51K – 398
2022
Q3 		$51K Sell
10,417
-982
-9% -$6.21K 0.01% 302
2022
Q2 		$60K Sell
11,399
-500
-4% -$3.38K 0.01% 306
2022
Q1 		$112K Buy
+11,899
New +$137K 0.01% 305

Other funds holding SOFI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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