MCF Advisors’s SoFi Technologies SOFI Stock Holding History

MCF 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	$20.7K	Sell	1,305 -1,821	-58%	-$38.4K	﹤0.01%	811
2025 Q4	$81.8K	Buy	3,126 +678	+28%	+$18.9K	﹤0.01%	432
2025 Q3	$64.7K	Sell	2,448 -624	-20%	-$14.8K	﹤0.01%	386
2025 Q2	$55.9K	Hold	3,072	–	–	﹤0.01%	384
2025 Q1	$35.7K	Buy	3,072 +1,671	+119%	+$24.1K	﹤0.01%	446
2024 Q4	$21.6K	Hold	1,401	–	–	﹤0.01%	548
2024 Q3	$11K	Buy	1,401 +1,000	+249%	+$7.27K	﹤0.01%	636
2024 Q2	$2.65K	Hold	401	–	–	﹤0.01%	820
2024 Q1	$2.93K	Buy	+401	New	+$3.19K	﹤0.01%	778

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