Mandatum Life Insurance Company’s SoFi Technologies SOFI Stock Holding History

Mandatum Life Insurance Company’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	–	Sell	-38,972	Closed	-$600K	–	82
2024 Q4	$600K	Buy	38,972 +25,100	+181%	+$326K	0.18%	52
2024 Q3	$109K	Buy	+13,872	New	+$101K	0.03%	80
2024 Q1	–	Sell	-12,947	Closed	-$129K	–	88
2023 Q4	$129K	Buy	+12,947	New	+$103K	0.05%	73
2023 Q3	–	Sell	-13,947	Closed	-$116K	–	74
2023 Q2	$116K	Buy	+13,947	New	+$90.9K	0.05%	67

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mandatum Life Insurance Company's SOFI Position: Q1 2025 in Review

Mandatum Life Insurance Company sold out of SoFi Technologies (SOFI) in Q1 2025, closing a stake of 38,972 shares — an estimated $600K sold.

Mandatum Life Insurance Company first reported a position in SOFI in Q2 2023 and held it in 4 quarters. The position peaked at $600K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

Mandatum Life Insurance Company reported no remaining SoFi Technologies position as of Q1 2025 after selling out during the quarter.
Mandatum Life Insurance Company sold 38,972 SoFi Technologies shares in Q1 2025, an estimated $600K.
Mandatum Life Insurance Company first reported a position in SoFi Technologies in Q2 2023 and held it in 4 quarters.
Mandatum Life Insurance Company's SoFi Technologies position peaked at $600K in Q4 2024.
715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Mandatum Life Insurance Company's 13F filing for Q1 2025, filed 5 May 2025.