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Legacy Investment Solutions’s SoFi Technologies SOFI Stock Holding History

Legacy Investment Solutions’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
Q2 		$60.5K Buy
+3,324
New +$43.8K 0.03% 142
2024
Q4 		$48.4K Buy
3,244
+1,744
+116% +$22.7K 0.03% 125
2024
Q3 		$20.3K Buy
+1,500
New +$10.9K 0.01% 220

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's SOFI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in SoFi Technologies (SOFI) in Q2 2025: 3,324 shares worth $60.5K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SOFI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SOFI in Q3 2024 and has held it in 3 quarters since. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Legacy Investment Solutions held 3,324 shares of SoFi Technologies worth $60.5K as of Q2 2025.
  • SoFi Technologies was a new Legacy Investment Solutions position in Q2 2025.
  • SoFi Technologies made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #142 holding.
  • Legacy Investment Solutions first reported a position in SoFi Technologies in Q3 2024 and has held it in 3 quarters since.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.