PFMOSF
SOFI icon

Philadelphia Financial Management of San Francisco’s SoFi Technologies SOFI Stock Holding History

Philadelphia Financial Management of San Francisco’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
Q1 		– Sell
-2,896,366
Closed -$13.4M – 39
2022
Q4 		$13.4M Buy
+2,896,366
New +$14.4M 4.27% 8

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's SOFI Position: Q1 2023 in Review

Philadelphia Financial Management of San Francisco sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 2,896,366 shares — an estimated $13.4M sold.

Philadelphia Financial Management of San Francisco first reported a position in SOFI in Q4 2022 and held it in 1 quarter. The position peaked at $13.4M in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Philadelphia Financial Management of San Francisco reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 2,896,366 SoFi Technologies shares in Q1 2023, an estimated $13.4M.
  • Philadelphia Financial Management of San Francisco first reported a position in SoFi Technologies in Q4 2022 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's SoFi Technologies position peaked at $13.4M in Q4 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2023, filed 15 May 2023.