Mach-1 Financial Group’s SoFi Technologies SOFI Stock Holding History

Mach-1 Financial Group’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	–	Sell	-27,168	Closed	-$316K	–	291
2025 Q1	$316K	Buy	+27,168	New	+$392K	0.09%	184

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Mach-1 Financial Group's SOFI Position: Q2 2025 in Review

Mach-1 Financial Group sold out of SoFi Technologies (SOFI) in Q2 2025, closing a stake of 27,168 shares — an estimated $316K sold.

Mach-1 Financial Group first reported a position in SOFI in Q1 2025 and held it in 1 quarter. The position peaked at $316K in Q1 2025. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

Mach-1 Financial Group reported no remaining SoFi Technologies position as of Q2 2025 after selling out during the quarter.
Mach-1 Financial Group sold 27,168 SoFi Technologies shares in Q2 2025, an estimated $316K.
Mach-1 Financial Group first reported a position in SoFi Technologies in Q1 2025 and held it in 1 quarter.
Mach-1 Financial Group's SoFi Technologies position peaked at $316K in Q1 2025.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Mach-1 Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.