NFP Retirement Inc’s SoFi Technologies SOFI Stock Holding History

NFP Retirement Inc’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	-572,437	Closed	-$10.4M	–	317
2025 Q2	$10.4M	Hold	572,437	–	–	0.69%	35
2025 Q1	$6.66M	Sell	572,437 -3,550	-0.6%	-$51.2K	0.53%	37
2024 Q4	$8.87M	Sell	575,987 -1	-0%	-$13	0.7%	29
2024 Q3	$4.53M	Hold	575,988	–	–	0.37%	42
2024 Q2	$3.81M	Sell	575,988 -70	-0%	-$494	0.32%	50
2024 Q1	$4.21M	Buy	+576,058	New	+$4.58M	0.36%	44

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

NFP Retirement Inc's SOFI Position: Q3 2025 in Review

NFP Retirement Inc sold out of SoFi Technologies (SOFI) in Q3 2025, closing a stake of 572,437 shares — an estimated $10.4M sold.

NFP Retirement Inc first reported a position in SOFI in Q1 2024 and held it in 6 quarters. The position peaked at $10.4M in Q2 2025. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

NFP Retirement Inc reported no remaining SoFi Technologies position as of Q3 2025 after selling out during the quarter.
NFP Retirement Inc sold 572,437 SoFi Technologies shares in Q3 2025, an estimated $10.4M.
NFP Retirement Inc first reported a position in SoFi Technologies in Q1 2024 and held it in 6 quarters.
NFP Retirement Inc's SoFi Technologies position peaked at $10.4M in Q2 2025.
913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.