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Lindbrook Capital’s SoFi Technologies SOFI Stock Holding History

Lindbrook Capital’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
Q1 		$68K Buy
5,851
+105
+2% +$1.51K 0.01% 849
2024
Q4 		$88.5K Buy
5,746
+367
+7% +$4.77K 0.01% 592
2024
Q3 		$42.3K Buy
5,379
+1,975
+58% +$14.4K ﹤0.01% 904
2024
Q2 		$22.5K Buy
3,404
+248
+8% +$1.75K ﹤0.01% 1181
2024
Q1 		$23K Sell
3,156
-717
-19% -$5.7K ﹤0.01% 1137
2023
Q4 		$38.5K Buy
3,873
+1,277
+49% +$10.2K ﹤0.01% 857
2023
Q3 		$20.7K Sell
2,596
-20
-0.8% -$176 ﹤0.01% 1043
2023
Q2 		$21.8K Buy
2,616
+323
+14% +$2.11K ﹤0.01% 1045
2023
Q1 		$13.9K Sell
2,293
-10,710
-82% -$64.9K ﹤0.01% 1252
2022
Q4 		$59.9K Buy
13,003
+1,178
+10% +$5.84K 0.01% 629
2022
Q3 		$58K Sell
11,825
-124
-1% -$785 0.01% 600
2022
Q2 		$63K Sell
11,949
-427
-3% -$2.89K 0.01% 583
2022
Q1 		$117K Buy
12,376
+1,900
+18% +$21.8K 0.02% 418
2021
Q4 		$166K Hold
10,476
– – 0.03% 352
2021
Q3 		$166K Buy
+10,476
New +$164K 0.04% 184

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Lindbrook Capital's SOFI Position: Q1 2025 in Review

Lindbrook Capital increased its SoFi Technologies (SOFI) stake by 1.8% in Q1 2025, buying an estimated $1.51K and bringing the position to 5,851 shares worth $68K. The position accounts for 0.01% of the portfolio, ranked #849.

Lindbrook Capital first reported a position in SOFI in Q3 2021 and has held it in 15 quarters since. The position peaked at $166K in Q4 2021. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Lindbrook Capital held 5,851 shares of SoFi Technologies worth $68K as of Q1 2025.
  • Lindbrook Capital bought 105 SoFi Technologies shares in Q1 2025, an estimated $1.51K.
  • SoFi Technologies made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #849 holding.
  • Lindbrook Capital first reported a position in SoFi Technologies in Q3 2021 and has held it in 15 quarters since.
  • Lindbrook Capital's SoFi Technologies position peaked at $166K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.