KCM
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KRS Capital Management’s SoFi Technologies SOFI Stock Holding History

KRS Capital Management’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
2024
Q2 		– Sell
-11,420
Closed -$83.4K – 123
2024
Q1 		$83.4K Buy
+11,420
New +$90.7K 0.07% 118
2023
Q3 		– Sell
-12,045
Closed -$100K – 114
2023
Q2 		$100K Sell
12,045
-11,100
-48% -$72.4K 0.1% 112
2023
Q1 		$140K Sell
23,145
-6,600
-22% -$40K 0.16% 112
2022
Q4 		$137K Buy
29,745
+495
+2% +$2.46K 0.19% 104
2022
Q3 		$142K Sell
29,250
-600
-2% -$3.8K 0.2% 95
2022
Q2 		$157K Buy
29,850
+4,350
+17% +$29.4K 0.22% 97
2022
Q1 		$240K Buy
25,500
+6,185
+32% +$71K 0.26% 102
2021
Q4 		$305K Buy
+19,315
New +$355K 0.26% 88

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return