Private Advisory Group’s SoFi Technologies SOFI Stock Holding History

Private Advisory Group’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	-57,356	Closed	-$1.52M	–	273
2025 Q3	$1.52M	Buy	+57,356	New	+$1.36M	0.12%	102

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Private Advisory Group's SOFI Position: Q4 2025 in Review

Private Advisory Group sold out of SoFi Technologies (SOFI) in Q4 2025, closing a stake of 57,356 shares — an estimated $1.52M sold.

Private Advisory Group first reported a position in SOFI in Q3 2025 and held it in 1 quarter. The position peaked at $1.52M in Q3 2025. 1,005 funds tracked by Wall St. Rank hold SOFI as of Q4 2025.

Private Advisory Group reported no remaining SoFi Technologies position as of Q4 2025 after selling out during the quarter.
Private Advisory Group sold 57,356 SoFi Technologies shares in Q4 2025, an estimated $1.52M.
Private Advisory Group first reported a position in SoFi Technologies in Q3 2025 and held it in 1 quarter.
Private Advisory Group's SoFi Technologies position peaked at $1.52M in Q3 2025.
1,005 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2025.

Based on Private Advisory Group's 13F filing for Q4 2025, filed 15 Jan 2026.