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Marshall & Sterling Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Marshall & Sterling Wealth 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
2025
Q4 		– Sell
-225
Closed -$5.95K – 577
2025
Q3 		$5.95K Buy
+225
New +$5.34K ﹤0.01% 473

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's SOFI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 225 shares — an estimated $5.95K sold.

Marshall & Sterling Wealth Advisors first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $5.95K in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 225 SoFi Technologies shares in Q4 2025, an estimated $5.95K.
  • Marshall & Sterling Wealth Advisors first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's SoFi Technologies position peaked at $5.95K in Q3 2025.
  • 1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.