Pitcairn’s SoFi Technologies SOFI Stock Holding History

Pitcairn’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	-8,475	Closed	-$224K	–	494
2025 Q3	$224K	Buy	+8,475	New	+$201K	0.02%	574

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

Pitcairn's SOFI Position: Q4 2025 in Review

Pitcairn sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 8,475 shares — an estimated $224K sold.

Pitcairn first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $224K in Q3 2025. 1,003 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Pitcairn reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Pitcairn sold 8,475 SoFi Technologies shares in Q4 2025, an estimated $224K.
Pitcairn first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Pitcairn's SoFi Technologies position peaked at $224K in Q3 2025.
1,003 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Pitcairn's 13F filing for Q4 2025.