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Pineridge Advisors’s SoFi Technologies SOFI Stock Holding History

Pineridge 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
2025
Q3 		$132 Hold
5
– – ﹤0.01% 442
2025
Q2 		$91 Hold
5
– – ﹤0.01% 546
2025
Q1 		$58 Sell
5
-54
-92% -$778 ﹤0.01% 497
2024
Q4 		$907 Buy
59
+54
+1,080% +$701 ﹤0.01% 540
2024
Q3 		$39 Buy
+5
New +$36 ﹤0.01% 590

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $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
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

Pineridge Advisors's SOFI Position: Q3 2025 in Review

Pineridge Advisors held its SoFi Technologies (SOFI) position steady in Q3 2025 at 5 shares worth $132. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Pineridge Advisors first reported a position in SOFI in Q3 2024 and has held it in 5 quarters since. The position peaked at $907 in Q4 2024. 912 funds tracked by Wall St. Rank hold SOFI as of Q3 2025.

  • Pineridge Advisors held 5 shares of SoFi Technologies worth $132 as of Q3 2025.
  • Pineridge Advisors left its SoFi Technologies share count unchanged in Q3 2025.
  • SoFi Technologies made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #442 holding.
  • Pineridge Advisors first reported a position in SoFi Technologies in Q3 2024 and has held it in 5 quarters since.
  • Pineridge Advisors's SoFi Technologies position peaked at $907 in Q4 2024.
  • 912 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.