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Mount Yale Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-3,976
Closed -$72.4K – 1473
2025
Q2 		$72.4K Buy
+3,976
New +$52.4K 0.01% 717

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mount Yale Investment Advisors's SOFI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 3,976 shares — an estimated $72.4K sold.

Mount Yale Investment Advisors first reported a position in SOFI in Q2 2025 and held it in 1 quarter. The position peaked at $72.4K in Q2 2025. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,976 SoFi Technologies shares in Q3 2025, an estimated $72.4K.
  • Mount Yale Investment Advisors first reported a position in SoFi Technologies in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's SoFi Technologies position peaked at $72.4K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.