Panoramic Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Panoramic 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
2026 Q1	$166K	Hold	10,450	–	–	0.09%	128
2025 Q4	$274K	Hold	10,450	–	–	0.15%	103
2025 Q3	$276K	Sell	10,450 -200	-2%	-$4.75K	0.16%	99
2025 Q2	$194K	Hold	10,650	–	–	0.12%	118
2025 Q1	$124K	Hold	10,650	–	–	0.08%	115
2024 Q4	$164K	Hold	10,650	–	–	0.11%	117
2024 Q3	$83.7K	Buy	+10,650	New	+$77.4K	0.06%	118
2024 Q1	$168K	Hold	23,000	–	–	0.12%	112
2023 Q4	$229K	Buy	23,000 +7,500	+48%	+$59.6K	0.2%	96
2023 Q3	$124K	Buy	+15,500	New	+$136K	0.11%	98

Other funds holding SOFI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return