Patten Group’s SoFi Technologies SOFI Stock Holding History

Patten Group’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	–	Sell	-8,583	Closed	-$227K	–	316
2025 Q3	$227K	Buy	+8,583	New	+$204K	0.04%	271

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Patten Group's SOFI Position: Q4 2025 in Review

Patten Group sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 8,583 shares — an estimated $227K sold.

Patten Group first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $227K in Q3 2025. 1,004 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Patten Group reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Patten Group sold 8,583 SoFi Technologies shares in Q4 2025, an estimated $227K.
Patten Group first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Patten Group's SoFi Technologies position peaked at $227K in Q3 2025.
1,004 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Patten Group's 13F filing for Q4 2025, filed 23 Jan 2026.