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Optimum Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Optimum 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 		$3.96K Hold
150
– – ﹤0.01% 557
2025
Q2 		$2.73K Sell
150
-400
-73% -$5.28K ﹤0.01% 569
2025
Q1 		$6.4K Hold
550
– – ﹤0.01% 545
2024
Q4 		$8.47K Sell
550
-100
-15% -$1.3K ﹤0.01% 526
2024
Q3 		$5.11K Hold
650
– – ﹤0.01% 570
2024
Q2 		$4.3K Sell
650
-100
-13% -$705 ﹤0.01% 569
2024
Q1 		$5.47K Hold
750
– – ﹤0.01% 562
2023
Q4 		$7.46K Sell
750
-445
-37% -$3.54K ﹤0.01% 536
2023
Q3 		$9.55K Buy
1,195
+100
+9% +$879 ﹤0.01% 550
2023
Q2 		$9.13K Hold
1,095
– – ﹤0.01% 560
2023
Q1 		$6.65K Hold
1,095
– – ﹤0.01% 596
2022
Q4 		$5.05K Sell
1,095
-300
-22% -$1.49K ﹤0.01% 625
2022
Q3 		$7K Hold
1,395
– – ﹤0.01% 621
2022
Q2 		$7K Hold
1,395
– – ﹤0.01% 641
2022
Q1 		$13K Sell
1,395
-80
-5% -$919 0.01% 621
2021
Q4 		$23K Buy
1,475
+380
+35% +$6.97K 0.01% 584
2021
Q3 		$17K Buy
1,095
+645
+143% +$10.1K 0.01% 613
2021
Q2 		$9K Buy
+450
New +$8.34K ﹤0.01% 763

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

Optimum Investment Advisors's SOFI Position: Q3 2025 in Review

Optimum Investment Advisors held its SoFi Technologies (SOFI) position steady in Q3 2025 at 150 shares worth $3.96K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Optimum Investment Advisors first reported a position in SOFI in Q2 2021 and has held it in 18 quarters since. The position peaked at $23K in Q4 2021. 913 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Optimum Investment Advisors held 150 shares of SoFi Technologies worth $3.96K as of Q3 2025.
  • Optimum Investment Advisors left its SoFi Technologies share count unchanged in Q3 2025.
  • SoFi Technologies made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #557 holding.
  • Optimum Investment Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 18 quarters since.
  • Optimum Investment Advisors's SoFi Technologies position peaked at $23K in Q4 2021.
  • 913 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.