Peoples Financial Services Corp’s SoFi Technologies SOFI Stock Holding History

Peoples Financial Services Corp’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
2023 Q2	–	Sell	-400	Closed	-$2.43K	–	270
2023 Q1	$2.43K	Hold	400	–	–	﹤0.01%	247
2022 Q4	$1.84K	Hold	400	–	–	﹤0.01%	249
2022 Q3	$2K	Hold	400	–	–	﹤0.01%	257
2022 Q2	$2K	Hold	400	–	–	﹤0.01%	262
2022 Q1	$4K	Hold	400	–	–	﹤0.01%	258
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	241
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	250
2021 Q2	$8K	Hold	400	–	–	﹤0.01%	247
2021 Q1	$7K	Buy	+400	New	+$7.9K	﹤0.01%	247

Other funds holding SOFI

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

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

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

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

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

Two Sigma Advisers

Two Sigma Advisers New York $51.4B AUM 31.07% 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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM