PMC FIG Opportunities’s SoFi Technologies SOFI Stock Holding History

PMC FIG Opportunities’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 Q1	–	Sell	-232	Closed	-$23.2K	–	44
2024 Q4	$23.2K	Buy	+232	New	+$3.01K	0.06%	32

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

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

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

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

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PMC FIG Opportunities's SOFI Position: Q4 2024 in Review

PMC FIG Opportunities sold out of SoFi Technologies (SOFI) in Q4 2024, closing a stake of 124,197 shares — an estimated $1.61M sold.

PMC FIG Opportunities first reported a position in SOFI in Q2 2022 and held it in 3 quarters. The position peaked at $995K in Q4 2023. 705 funds tracked by Wall St. Rank hold SOFI as of Q4 2024.

PMC FIG Opportunities reported no remaining SoFi Technologies position as of Q4 2024 after selling out during the quarter.
PMC FIG Opportunities sold 124,197 SoFi Technologies shares in Q4 2024, an estimated $1.61M.
PMC FIG Opportunities first reported a position in SoFi Technologies in Q2 2022 and held it in 3 quarters.
PMC FIG Opportunities's SoFi Technologies position peaked at $995K in Q4 2023.
705 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2024.

Based on PMC FIG Opportunities's 13F filing for Q4 2024, filed 25 Apr 2025.