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Orion Portfolio Solutions’s SoFi Technologies SOFI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$453K Buy
38,984
+3,491
+10% +$50.3K ﹤0.01% 1462
2024
Q4 		$547K Buy
35,493
+13,908
+64% +$181K 0.01% 1309
2024
Q3 		$170K Sell
21,585
-2,787
-11% -$20.3K ﹤0.01% 1727
2024
Q2 		$161K Buy
24,372
+3,075
+14% +$21.7K ﹤0.01% 1662
2024
Q1 		$155K Buy
21,297
+262
+1% +$2.08K ﹤0.01% 1629
2023
Q4 		$179K Sell
21,035
-339
-2% -$2.69K ﹤0.01% 1593
2023
Q3 		$171K Buy
21,374
+110
+0.5% +$967 ﹤0.01% 1565
2023
Q2 		$177K Buy
21,264
+189
+0.9% +$1.23K ﹤0.01% 1567
2023
Q1 		$128K Sell
21,075
-236
-1% -$1.43K ﹤0.01% 1519
2022
Q4 		$98.2K Sell
21,311
-3,631
-15% -$18K ﹤0.01% 788
2022
Q3 		$122K Buy
24,942
+121
+0.5% +$766 ﹤0.01% 706
2022
Q2 		$131K Buy
24,821
+2,850
+13% +$19.3K 0.01% 666
2022
Q1 		$208K Sell
21,971
-773
-3% -$8.88K 0.01% 674
2021
Q4 		$360K Buy
22,744
+2,094
+10% +$38.4K 0.01% 522
2021
Q3 		$328K Buy
20,650
+6,500
+46% +$102K 0.01% 507
2021
Q2 		$271K Buy
14,150
+2,000
+16% +$37.1K 0.01% 515
2021
Q1 		$208K Buy
+12,150
New +$240K 0.01% 519

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Orion Portfolio Solutions's SOFI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its SoFi Technologies (SOFI) stake by 9.8% in Q1 2025, buying an estimated $50.3K and bringing the position to 38,984 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

Orion Portfolio Solutions first reported a position in SOFI in Q1 2021 and has held it in 17 quarters since. The position peaked at $547K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOFI as of Q1 2025.

  • Orion Portfolio Solutions held 38,984 shares of SoFi Technologies worth $453K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,491 SoFi Technologies shares in Q1 2025, an estimated $50.3K.
  • SoFi Technologies made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1462 holding.
  • Orion Portfolio Solutions first reported a position in SoFi Technologies in Q1 2021 and has held it in 17 quarters since.
  • Orion Portfolio Solutions's SoFi Technologies position peaked at $547K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.