NAS
SOFI icon

NWF Advisory Services’s SoFi Technologies SOFI Stock Holding History

NWF Advisory Services’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
-16,864
Closed -$307K – 453
2025
Q2 		$307K Sell
16,864
-1,236
-7% -$16.3K 0.04% 291
2025
Q1 		$211K Buy
+18,100
New +$261K 0.03% 316
2024
Q4 		– Sell
-19,412
Closed -$153K – 404
2024
Q3 		$153K Hold
19,412
– – 0.02% 318
2024
Q2 		$128K Hold
19,412
– – 0.02% 297
2024
Q1 		$142K Hold
19,412
– – 0.02% 300
2023
Q4 		$193K Buy
19,412
+734
+4% +$5.83K 0.04% 258
2023
Q3 		$149K Hold
18,678
– – 0.04% 254
2023
Q2 		$156K Hold
18,678
– – 0.04% 250
2023
Q1 		$156K Buy
+18,678
New +$113K 0.04% 249

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