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Laird Norton Wetherby Wealth Management’s SoFi Technologies SOFI Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$214K Buy
+8,099
New +$192K 0.01% 868
2023
Q4 		– Sell
-6,205
Closed -$49.6K – 972
2023
Q3 		$49.6K Buy
+6,205
New +$54.6K ﹤0.01% 897
2022
Q2 		– Sell
-13,360
Closed -$126K – 973
2022
Q1 		$126K Buy
+13,360
New +$153K 0.01% 891

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SOFI Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management opened a new position in SoFi Technologies (SOFI) in Q3 2025: 8,099 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #868 among its holdings. This is a return to the name: Laird Norton Wetherby Wealth Management previously reported a position in SOFI as recently as Q3 2023.

Laird Norton Wetherby Wealth Management first reported a position in SOFI in Q1 2022 and has held it in 3 quarters since. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 8,099 shares of SoFi Technologies worth $214K as of Q3 2025.
  • SoFi Technologies was a new Laird Norton Wetherby Wealth Management position in Q3 2025.
  • SoFi Technologies made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #868 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 3 quarters since.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.