LM Advisors’s SoFi Technologies SOFI Stock Holding History

LM Advisors’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	$105K	Sell	1,660 -1,490	-47%	-$31.4K	1.65%	10
2025 Q4	$120K	Sell	3,150 -123,353	-98%	-$3.44M	2.16%	8
2025 Q3	$3.34M	Sell	126,503 -8,097	-6%	-$192K	0.48%	43
2025 Q2	$2.45M	Sell	134,600 -5,027	-4%	-$66.3K	0.32%	47
2025 Q1	$1.62M	Buy	139,627 +11,822	+9%	+$170K	0.29%	62
2024 Q4	$1.97M	Sell	127,805 -4,700	-4%	-$61K	0.35%	54
2024 Q3	$1.04M	Sell	132,505 -100	-0.1%	-$727	0.21%	75
2024 Q2	$877K	Sell	132,605 -11,249	-8%	-$79.3K	﹤0.01%	101
2024 Q1	$1.05M	Sell	143,854 -24,000	-14%	-$191K	0.17%	93
2023 Q4	$1.67M	Buy	+167,854	New	+$1.33M	0.34%	61

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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