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ORG Partners’s SoFi Technologies SOFI Stock Holding History

ORG Partners’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
Q4 		$49.5K Buy
1,892
+454
+32% +$12.7K 0.01% 584
2025
Q3 		$38K Buy
1,438
+1,003
+231% +$23.8K 0.01% 649
2025
Q2 		$7.67K Buy
435
+360
+480% +$4.75K ﹤0.01% 956
2025
Q1 		$893 Buy
+75
New +$1.08K ﹤0.01% 1191
2024
Q3 		– Sell
-100
Closed -$643 – 1350
2024
Q2 		$643 Sell
100
-3,599
-97% -$25.4K ﹤0.01% 1612
2024
Q1 		$26.7K Buy
+3,699
New +$29.4K 0.05% 198

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ORG Partners's SOFI Position: Q4 2025 in Review

ORG Partners increased its SoFi Technologies (SOFI) stake by 32% in Q4 2025, buying an estimated $12.7K and bringing the position to 1,892 shares worth $49.5K. The position accounts for 0.01% of the portfolio, ranked #584.

ORG Partners first reported a position in SOFI in Q1 2024 and has held it in 6 quarters since. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

  • ORG Partners held 1,892 shares of SoFi Technologies worth $49.5K as of Q4 2025.
  • ORG Partners bought 454 SoFi Technologies shares in Q4 2025, an estimated $12.7K.
  • SoFi Technologies made up 0.01% of ORG Partners's portfolio in Q4 2025, its #584 holding.
  • ORG Partners first reported a position in SoFi Technologies in Q1 2024 and has held it in 6 quarters since.
  • 1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.