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Private Capital Group’s SoFi Technologies SOFI Stock Holding History

Private Capital 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
2022
Q2 		$3K Hold
590
– – ﹤0.01% 1455
2022
Q1 		$6K Sell
590
-10
-2% -$115 ﹤0.01% 1470
2021
Q4 		$10K Buy
600
+132
+28% +$2.42K ﹤0.01% 1299
2021
Q3 		$7K Buy
+468
New +$7.33K ﹤0.01% 1488

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Private Capital Group's SOFI Position: Q2 2022 in Review

Private Capital Group held its SoFi Technologies (SOFI) position steady in Q2 2022 at 590 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Private Capital Group first reported a position in SOFI in Q3 2021 and has held it in 4 quarters since. The position peaked at $10K in Q4 2021. 468 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • Private Capital Group held 590 shares of SoFi Technologies worth $3K as of Q2 2022.
  • Private Capital Group left its SoFi Technologies share count unchanged in Q2 2022.
  • SoFi Technologies made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1455 holding.
  • Private Capital Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 4 quarters since.
  • Private Capital Group's SoFi Technologies position peaked at $10K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.